Meet our advisers
Steph McMahon DipPFS
Independent Financial Adviser
After working in various areas of financial services for 6 years 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 but having that holistic plan means we can address, assess and amend.
West Midlands and Warwickshire