Marlborough
Steven joined Perspective in September 2019.
With over 20 years of experience in the Financial Services industry, Steven began his career as a Chartered Accountant, gaining a strong technical grounding before transitioning into Financial Planning.
Steven works closely with clients to help them make confident, well‑informed financial decisions. Whether planning for retirement, beginning their investment journey, or seeking greater clarity and peace of mind, he provides clear, independent advice tailored to each client’s goals. His approach is friendly, thorough, and always focused on what matters most — helping clients feel secure about their future and confident in the steps they take together.
Outside of work, Steven enjoys a balance of being active and social. In the summer he is often found on the golf course, while winter usually means a ski trip. He also enjoys discovering new places to eat. An interesting fact about him is that he lived in the Middle East for over ten years, an experience that shaped his outlook and appreciation for different cultures
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
