Marlborough
Steve is a highly experienced Chartered Financial Planner who joined Perspective in November 2021.
He has worked in Financial Services since 1998, bringing 28 years of experience and is known for delivering clear, supportive and client‑focused financial planning.
He is a Fellow of the Personal Finance Society reflecting the highest professional standards and a long-standing commitment to excellence in knowledge and advice.
Steve views financial planning as a long-term partnership built on trust. He takes pride in helping clients achieve their long-term goals, easing concerns about their financial affairs and using his experience to support clients with a wide range of objectives, priorities and circumstances.
Check out Steve’s VouchedFor profile here.
Outside of work, I coach a youth football team, which I find both enjoyable and rewarding. I also really love going to the cinema and attending concerts whenever I can. At home, I spend a fair amount of time in the garden and attempting various DIY projects—with varying degrees of success.
I hold a degree in Astronomy and Astrophysics. Although my career took a different direction, I’ve kept a strong interest in space, and I still enjoy stargazing whenever the weather permits; not too often in this country.
A long‑held ambition of mine is to visit Australia and New Zealand. I’d like to spend enough time exploring both properly, so it may be something I save for retirement.
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
