Stephanie's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 9 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Searching for a small safe investment
How has Stephanie McMahon helped you?
Stephanie is always very personable, she listens empathetically and I never feel that she is merely selling a product to me. She is thorough, yet clear and concise. She instills confidence and is knowledgeable.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Repeat review
by a verified client in Warwickshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephanie McMahon helped you since your last review?
Steph has continued to provide a great service, answering any questions very promptly
Repeat review
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephanie McMahon helped you since your last review?
She helped me understand how pensions work.
Repeat review
by a verified client in Worcestershire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephanie McMahon helped you since your last review?
Stephanie became our new AFH financial advisor last year. We received helpful clear advice at our meeting and felt comfortable sharing our information with her.
Repeat review
by a verified client in West Midlands
8 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephanie McMahon helped you since your last review?
Always on hand, very clear advice