Chorley
Steve has been a Financial Planner for over 30 years and is a Chartered Financial Planner, he also holds the Investment Management Certificate.
Steve joined Perspective in 2013 and specialises in pension and investment advice. He enjoys giving clients peace of mind that someone is there for them if needed.
He started his career working for NatWest Wealth Management in the City of London, followed by a few years at Bradford and Bingley and fourteen years at Santander, where he became a Regional Pension Specialist. Before joining Perspective, he spent five years at an IFA firm in Warrington.
Away from the desk, Steve likes going to football matches, playing crown green bowls and watching live music performances.
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