Financial Advisor
Current
May 2023 - Present
AeroLeads people directory · profile
Steph Mcmahon Email & Phone Number
Here to assist with tailored retirement planning, investments, estate planning and protection both personal and business
at
AFH Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Here to assist with tailored retirement planning, investments, estate planning and protection both personal and business
Location
United Kingdom
Company size
Who is Steph Mcmahon? Overview
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Quick answer
Steph Mcmahon is listed as Here to assist with tailored retirement planning, investments, estate planning and protection both personal and business at AFH Wealth Management, a with 394 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Steph Mcmahon.
Steph Mcmahon previously worked as Financial Advisor at Afh Wealth Management and Financial Advisor at Future Perfect Financial Solutions. Steph Mcmahon holds Postgraduate, Educational Studies from University Of Warwick.
Company email context
Email format at AFH Wealth Management
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AFH Wealth Management
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Profile bio
About Steph Mcmahon
My approach to financial advice has always been that any financial planning is a collaborative experience to ensure that every aspect is covered. I value how aims and objectives can change so believe in a proactive approach to ensure everything is continually lined up with short-, medium- and long-term goals. I am passionate about ensuring my clients are able to make informed decisions that will benefit both their businesses and personal needs.I specialise in offering expert advice in a wide range of areas, including retirement planning, estate planning, investments and protection both from a commercial perspective and personal. Given AFH Wealth Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.Outside of work, I enjoy yoga and an active lifestyle alongside reading about various periods of history. To arrange an informal, no-obligation meeting, contact me via stephanie.mcmahon@afhgroup.com.
Current workplace
Steph Mcmahon's current company
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Afh Wealth Management
9 roles
Steph Mcmahon work experience
A career timeline built from the work history available for this profile.
Oct 2021 - Jun 2023
Relationship Manager
Assist with administration related to clients' needs
Apr 2019 - Oct 2021
Specialist Team Collections Advisor
Supporting mentally and physically unwell customers manage their debt
Oct 2017 - Apr 2019
Receptionist
Woodland Grange Conference Centre
May 2017 - Oct 2017
Content Operations Associate
Apr 2015 - Apr 2016
Receptionist
As a receptionist there was a lot of customer interaction which was my favourite part of the job as I enjoy talking and helping customers and creating a friendly environment. Other tasks included taking payment for membership and items from the shop, cashing up, taking and making phone calls, helping other departments if there is a need and just being the front of house ambassador.
May 2014 - Mar 2015
Sales Assistant
Party Animal Jewellery
As it was a jewellery shop there was a need to learn about various stones and silversmith techniques to pass on this information competently to customers. I was in charge of opening and closing the shop as well as cashing up, banking and calculating the profit and loss for the day. There was a need to work independently as well as with, at least one other member of staff due to the rota for the day.
May 2012 - May 2014
Catering Assistant
Heritage Motor Centre
Sep 2010 - May 2012
Team & coworkers
Colleagues at AFH Wealth Management
Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →
RB
Rachael Brown, Dip Cii
Colleague at Afh Wealth ManagementGreater Derby Area, United Kingdom
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SM
Sarfraz Munir
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom
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CP
Charlotte Powell
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom
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AC
Andy Chater Mifs
Colleague at Afh Wealth ManagementDudley, England, United Kingdom
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GW
Guy Whitmore
Colleague at Afh Wealth ManagementLeicester, England, United Kingdom
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JA
J. Andrew Law Fcca
Colleague at Afh Wealth ManagementUpper Rochford, England, United Kingdom
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MC
Mark Carter
Colleague at Afh Wealth ManagementGloucester, England, United Kingdom
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CB
Chris Brockett
Colleague at Afh Wealth ManagementGreater Leicester Area, United Kingdom
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AP
Adam Page
Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom
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PC
Pawel Ciesla
Colleague at Afh Wealth ManagementWednesbury, England, United Kingdom
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Rachael Brown, Dip Cii
Colleague at Afh Wealth ManagementGreater Derby Area, United Kingdom
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SM
Sarfraz Munir
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom
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CP
Charlotte Powell
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom
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AC
Andy Chater Mifs
Colleague at Afh Wealth ManagementDudley, England, United Kingdom
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GW
Guy Whitmore
Colleague at Afh Wealth ManagementLeicester, England, United Kingdom
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JA
J. Andrew Law Fcca
Colleague at Afh Wealth ManagementUpper Rochford, England, United Kingdom
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MC
Mark Carter
Colleague at Afh Wealth ManagementGloucester, England, United Kingdom
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CB
Chris Brockett
Colleague at Afh Wealth ManagementGreater Leicester Area, United Kingdom
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AP
Adam Page
Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom
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PC
Pawel Ciesla
Colleague at Afh Wealth ManagementWednesbury, England, United Kingdom
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3 education records
Steph Mcmahon education
Postgraduate, Educational Studies
Bachelor Of Arts (B.A.), English Language And Literature,
Education record
FAQ
Frequently asked questions about Steph Mcmahon
Quick answers generated from the profile data available on this page.
What company does Steph Mcmahon work for?
Steph Mcmahon works for AFH Wealth Management.
What is Steph Mcmahon's role at AFH Wealth Management?
Steph Mcmahon is listed as Here to assist with tailored retirement planning, investments, estate planning and protection both personal and business at AFH Wealth Management.
Where is Steph Mcmahon based?
Steph Mcmahon is based in United Kingdom while working with AFH Wealth Management.
What companies has Steph Mcmahon worked for?
Steph Mcmahon has worked for Afh Wealth Management, Future Perfect Financial Solutions, Hsbc, Woodland Grange Conference Centre, and Globaldrum.
Who are Steph Mcmahon's colleagues at AFH Wealth Management?
Steph Mcmahon's colleagues at AFH Wealth Management include Rachael Brown, Dip Cii, Sarfraz Munir, Charlotte Powell, Andy Chater Mifs, and Guy Whitmore.
How can I contact Steph Mcmahon?
You can use AeroLeads to view verified contact signals for Steph Mcmahon at AFH Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Steph Mcmahon attend?
Steph Mcmahon holds Postgraduate, Educational Studies from University Of Warwick.
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