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Stephen Sheppard FPFS

Chartered Financial Planner

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 clientfocused 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.

Reviews and Ratings for Financial adviser Stephen Sheppard, Swindon
Steve Sheppard

Telephone

01672 515991

Based

Marlborough Office

Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG

Telephone: 01672 515991