Stephen Sheppard FPFS
Chartered Financial Planner
Marlborough
Steve is a highly experienced Chartered Financial Planner who joined Perspective in November 2021.
He has worked in Financial Services since 1998, bringing 28 years of experience and is known for delivering clear, supportive and client‑focused financial planning.
He is a Fellow of the Personal Finance Society reflecting the highest professional standards and a long-standing commitment to excellence in knowledge and advice.
Steve views financial planning as a long-term partnership built on trust. He takes pride in helping clients achieve their long-term goals, easing concerns about their financial affairs and using his experience to support clients with a wide range of objectives, priorities and circumstances.
Check out Steve’s VouchedFor profile here.
Outside of work, I coach a youth football team, which I find both enjoyable and rewarding. I also really love going to the cinema and attending concerts whenever I can. At home, I spend a fair amount of time in the garden and attempting various DIY projects—with varying degrees of success.
I hold a degree in Astronomy and Astrophysics. Although my career took a different direction, I’ve kept a strong interest in space, and I still enjoy stargazing whenever the weather permits; not too often in this country.
A long‑held ambition of mine is to visit Australia and New Zealand. I’d like to spend enough time exploring both properly, so it may be something I save for retirement.