Huddersfield
Stephen is an experienced financial advisor who joined Perspective in 2023 following an acquisition.
He has worked in the IFA industry since 2016 and has developed strong technical knowledge alongside a client‑centred approach.
He holds the CII Diploma in Regulated Financial Planning and the CII Award in Long‑term Care Insurance, enabling him to advise across a broad range of financial planning needs with confidence.
Stephen focuses on building genuine relationships by getting to know clients on a personal level and understanding what they want to achieve now and in the future. He aims to make financial planning clear, accessible and enjoyable, and values open conversations that help clients feel comfortable and understood throughout the journey.
Check out Stephen’s VouchedFor profile here.
I enjoy spending time with my family and children. I like going for walks with my dog, Maggie the Labrador, often stopping along the way for a pint. I also enjoy watching and playing cricket,. I am a season ticket holder for Huddersfield Town, with a soft spot for Liverpool FC.
I speak fluent Spanish.
I want to go and watch the Ashes in Australia.
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
