Steve joined Perspective (South West) Ltd in 2021.
Steve worked closely with us as a pension provider and later decided to join our team. Our clear dedication to putting our clients at the heart of everything we do helped make his decision. As a Financial Planner, his role is to help our clients achieve their financial goals and objectives and ultimately help them live their best lives.
Before joining Perspective, Stephen was a Business Development Manager for 12 years with Royal London and Scottish Widows prior. In those roles he specialised in providing Financial Planners with support on pensions issues for both individuals and companies.
He has aspirations to become a chartered Financial Planner and is currently qualified at Diploma level in Financial Planning.
He looks forward to meeting new people and providing them with a plan that has the potential to transform their future.