Chorley
Steve has been a Financial Planner for over 30 years and is a Chartered Financial Planner, he also holds the Investment Management Certificate.
Steve joined Perspective in 2013 and specialises in pension and investment advice. He enjoys giving clients peace of mind that someone is there for them if needed.
He started his career working for NatWest Wealth Management in the City of London, followed by a few years at Bradford and Bingley and fourteen years at Santander, where he became a Regional Pension Specialist. Before joining Perspective, he spent five years at an IFA firm in Warrington.
Away from the desk, Steve likes going to football matches, playing crown green bowls and watching live music performances.
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
