Steph's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 4 )
Pensions ( 75 )
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 ( 77 )
Financial Mentoring ( 21 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 40 )
£200k - £500k ( 26 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
( 4 )
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A Divorce/PSO
How has Steph McDonald helped you?
I’m so grateful to Steph McDonald for her expert guidance and support during a complex financial transition. She helped me make thoughtful, well-informed investment decisions ahead of a Pension Sharing Order, ensuring I felt confident and secure throughout the process. Steph’s knowledge, clarity, and genuine care made all the difference—she took the time to explain everything clearly and tailored her advice to suit my needs and future goals.
Have you seen the outcome you were hoping for?
Yes
Steph:
Thank you Amanda for your very kind review. I am so pleased to have been able to help you organise your Pension Sharing Order. Wishing you all the best for the future, and if you need me again please feel free to get in touch.First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Steph
Steph is professional, friendly and reassuring.
Steph:
Thank you Jane for your very kind review. I look forward to working with you and helping you make some of those important decisions regarding your financial planning.Review
by a verified client in Hampshire
8 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
8 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
8 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.