Stockton
Steve started in financial services in 1994 and has been advising clients for more than 25 years.
Steve is a Chartered Financial Planner and a Fellow of the Personal Finance Society, but he is always looking to maintain and improve his knowledge and skills in an ever changing world.
As a Chartered Financial Planner, Steve spends the majority of his time talking to clients and working on delivering financial planning solutions that meet their needs and objectives. The part he enjoys most is meeting clients. Whether conducting an annual review or delivering a Financial Plan to a new client, it is rewarding to demonstrate the value of the advice being given.
Outside of work Steve is a keen golfer and is also a life-long supporter of Middlesbrough Football Club. He has a passion for live music and spends more time and money than he probably should going to gigs and festivals.
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
