Oulton, Leeds
Stephen joined Perspective in October 2025, bringing over 40 years of experience in Financial Services. He began his career in 1984 and has been advising clients since 1985, with a focus on investment planning, retirement advice, and long-term care funding. He is SOLLA accredited and also provides Equity Release advice where appropriate.
Stephen works closely with individuals and families to help secure their financial future, offering clear, understandable solutions tailored to their needs. He finds great satisfaction in helping clients solve financial challenges and meet their goals with confidence.
Outside of work, Stephen enjoys photography, travel, and playing the saxophone.
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