Stephen McMahon

Independent Financial Adviser  Sundrum Court, Alloa, Clackmannan, FK10 1JY
First meeting at adviser's own cost
With our extensive knowledge we've helped clients take control of their finances and face the future confidently. Find out how
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buying first home
check
Equity release
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
Stephen McMahon
Independent Financial Advisor
About us

Every independent financial adviser will say they're different. But do they actually have the experience, expertise and know-how to offer the right advice, in the right way, at the right time? I think that I can. We have several advisers up and down the UK combined with first class support services, making us a unique and experienced independent financial adviser firm in the UK. We’re independent and objective. We're not tied to any bank, building society, mortgage or pension provider. At our disposal, we have the whole of the marketplace to find the best solutions and strategies to suit your needs. We’re highly qualified and closely regulated - All our financial advisers are highly qualified - many beyond the standards required by our regulator, the Financial Conduct Authority. What's more, to ensure the quality and consistency of advice, your adviser also works within our own rigorous management and regulatory frameworks. By applying our core strengths to answer the needs of our clients, we work collectively and build long relantionships to enable them to take the future into their own hands so that they can continue living comfortable, fulfilling and independent lives.

Our services

We are one of the few national firms able to offer truly independent financial advice. Our comprehensive service is always applied to your specific requirements - whatever your stage of life, we can help - from investment planning and wealth preservation to insurance protection and providing for your retirement.

We treat you as an individual by looking at your circumstances, needs and objectives on a one-to-one basis. Only after we’ve viewed financial planning for you ‘in the round’ will we then find the best financial solutions to meet your goals. We’ll provide you with the best service for your needs.

Where to find us
Head office address: Sundrum Court, AIRDRIE, ML6 9DN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0 mi
You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
 
Independent Financial Adviser 0.8 mi
Our driving force is to provide jargon-free financial advice to help you grow, protect and preserve your wealth.
 
Independent Financial Adviser 5.25 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.
 
Independent Financial Adviser 5.25 mi
Your Time is Precious. “Time is more valuable than money. You can always get more money.” - Jim Rohn