Stephanie McMahon

Stephanie McMahon

AFH Wealth Management

Minimum savings/pensions: Any amount

Unavailable for contact through VouchedFor

Based in Warwick
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Top Rated 2026
Verified since: October, 2023
4.6 out of 5

30 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 August 2026

    Stephanie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stephanie's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Stephanie has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 April 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Stephanie has not yet added their qualifications to their profile

  • Transparent Fees

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    Stephanie has not yet added their fees to their profile

About

After working in various areas of financial services since 2017, I have found that a collaborative approach is the best way of supporting my clients with their short, medium and long-term needs. My goal as an Independent Financial Adviser is to build long term relationships with regular contact which is based on trust, knowledge building and communication because circumstances can easily change, however having a holistic plan means we can address, assess and amend. Outside of work I am an avid lover of history (particularly the medieval period), visiting cities and sites, and I also quiz regularly with a group of friends.