Steph's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 4 )
Pensions ( 88 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 73 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 51 )
Long Term Care ( 12 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 90 )
Financial Mentoring ( 26 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 49 )
£200k - £500k ( 31 )
£100k - £200k ( 5 )
( 4 )
£50k - 100k ( 3 )
Review
by a verified client in Somerset
4 months ago
Overall
Advice
Service
Value
How has Steph McDonald helped you since your last review?
Steph is always on top of my financial situation and invariably acts in my best interests. She is easy and enjoyable to deal with, and I would trust her with all my financial affairs.
Steph:
Thank you for your kind words and continued trust. I am delighted to hear that you feel I consistently provide support that puts your best interests first and makes managing your finances a positive experience. Your confidence in my advice and guidance means a great deal. I look forward to continuing to support you with your financial goals in the years ahead.Review
by a verified client in Worcestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was very fed up in my job and needed to understand my position and options regarding financial security.
How has Steph McDonald helped you?
Sensible, understandable, realistic advice clearly illustrated. The annual review always gives me confidence to plan for the future.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really, Steph always responds promptly at need and advice is always balanced and sound.
Steph:
Thank you Lee for you very kind review. Helping people to understand they can step away from a job they no longer love is my favourite thing to do. I look forward to helping you for many more years to come.Review
by a verified client in Norfolk
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to invest to provide for my future
How has Steph McDonald helped you?
With advice
Have you seen the outcome you were hoping for?
Yes. My funds have grown
Steph:
Thank you Kathy for your very kind review. It has been an absolute pleasure working with you to manage your investments over many changes in your life. I look forward to hearing about your next adventures.Review
by a verified client in Suffolk
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement and need to develop a financial plan
How has Steph McDonald helped you?
Steph. has helped us to achieve our personal life and financial goals
Have you seen the outcome you were hoping for?
Yes planned returns have been achieved
What could they have done better?
I cannot think of anything
Steph:
Thank you Gary for your very kind review. It has been an absolute pleasure working with you and Karen and enabling you both to retire and spend more time with your family, making precious memories.Review
by a verified client in Hampshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term finacial planning for retirement. Making sure I was getting the best advice based on my personal & family circumstances.
How has Steph McDonald helped you?
Pension and investment draw downs and inheritance planning. I also have Steph giving my children independent finacial advice.
Have you seen the outcome you were hoping for?
I have seen the outcomes I was hoping for. However political changes seem to make long term finacial planning more challenging. This has required changes from initial planned outcomes.
What could they have done better?
Communication of personnel changes.
Steph:
Thank you Greg for your very kind review. It certainly has been a challenging couple of years with budget changes meaning financial plans can turn on their heads, however there is always another solution to work through in the end. We look forward to many more years, and hopefully not too many many political changes!