Steph's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 4 )
Pensions ( 74 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 62 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 40 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 76 )
Financial Mentoring ( 21 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 40 )
£200k - £500k ( 26 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
( 4 )
Review
by a verified client in Hampshire
6 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Long term finacial and pension planning. I have used an advisor for nearly 20 years and also make sure my children have access to finacial advice.
How has Steph McDonald helped you?
Pension and inheritance planning.
Have you seen the outcome you were hoping for?
Up until the the recent changes by the goverment I was happy with the outcome we had planned. We are now in the progress in making changes on pension draw down and inheritance planning in light of the changes.
What could they have done better?
Before a meeting agree the objectives of the meeting.
Steph:
Thank you Greg for your very kind review. It is a pleasure to work with you and your children to ensure the hard work you have been through continues to support everyone in the best possible way. The recent budget changes were indeed a disappointment, however we are on hand to make changes so that it affects you as little as possible.Review
by a verified client in West Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice for the future for investing our money for our pensions to make maximum use of it
How has Steph McDonald helped you?
Given us advice and guidance on our investments and pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, they were very good
Steph:
Thank you Sue for your very kind review. Working with you and Howard has been an absolute pleasure, especially hearing about those lovely holidays you have been enjoying. We will keep making the pension work hard, you keep enjoying the lifestyle you have worked so hard for.Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had no experience of financial planning in my career
How has Steph McDonald helped you?
She is constantly available to give advice when asked, and is proactive offering advice if she feels it is needed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Visually nothing
Steph:
Thank you Terry for your kind review. Working with you and Sarah over the last few years following Adrian's retirement has been an absolute pleasure and I look forward to many more years of the same.Review
by a verified client in Suffolk
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone I could trust to help me with investments and pension advice
How has Steph McDonald helped you?
Steph has helped me to be where I wanted to be when I retired. She has also helped me pass money onto my son to help him buy his first property. She is still helping me look after my pension pot and I know I can call her at anytime if I have any queries and receive good advice that I totally understand.
Have you seen the outcome you were hoping for?
Most definitely yes.
What could they have done better?
Nothing.
Steph:
Thank you Julie for you very kind review. There is nothing I love more than being able to help pass money through generations when they need it most rather than them inherit in their 70s. Keep enjoying what you have worked hard for.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retiring and downsizing
How has Steph McDonald helped you?
Amazing advice and constant monitoring of my situation
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Steph:
Thank you Elizabeth for your very kind review. It is a pleasure working with you and encouraging you to use your investments to support you better in order that you can continue to live a comfortable lifestyle without any concerns.