Stephen Crawshaw | Perspective

Office:

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.

How do you like to spend your time outside of work?

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.

What’s an interesting fact about you?

I speak fluent Spanish.

What is one thing on your bucket list?

I want to go and watch the Ashes in Australia.