Oulton, Leeds
Stephen joined Perspective in October 2025, bringing over 40 years of experience in Financial Services. He began his career in 1984 and has been advising clients since 1985, with a focus on investment planning, retirement advice, and long-term care funding. He is SOLLA accredited and also provides Equity Release advice where appropriate.
Stephen works closely with individuals and families to help secure their financial future, offering clear, understandable solutions tailored to their needs. He finds great satisfaction in helping clients solve financial challenges and meet their goals with confidence.
Outside of work, Stephen enjoys photography, travel, and playing the saxophone.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
