Steph McMahon DipPFS
Independent Financial Adviser
About me
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.
Location
West Midlands and Warwickshire