Dore
Steve joined Perspective when Whittington Goddard Associated was acquired in May 2024.
Steve has worked in financial services since 1994, starting his career as a home service representative for Co-Operative Insurance. He became an IFA in 2003, focussing mainly on the mortgage and protection markets, before joining Whittington Goddard Associates in 2007.
Steve obtained his QCA level 4 Diploma in 2011 and works as a financial planner, providing solutions for clients in all areas of financial services.
Steve is married has four grown up children and two grandsons. When not at work, Steve enjoys spending time with his family, gardening/DIY projects, cycling and watching sport.
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
