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.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123