Gloucester
Stephen joined Perspective in November 2025, when Prosser Knowles were acquired.
With 20 years of experience in financial services, his career spans banking, wealth management, compliance, and financial planning. A Chartered Fellow of the CISI and Chartered Associate of the LIBF, Stephen specialises in wealth planning, trusts, family investment companies, and tax mitigation strategies.
He is currently studying for an MSc in Finance and Investments to further enhance his expertise. Stephen is passionate about helping clients achieve peace of mind by creating tailored solutions to meet their financial goals.
Outside of work, he enjoys restoring classic cars with his father and riding his Triumph Speedmaster motorcycle.
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
