Skip to content

Accessibility tools

From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal

Stephen Hoggarth DipPFS

Financial Planner

Stephen joined Perspective (North East) Ltd in August 2021 as he wanted to provide fully independent, unbiased advice from a growing, forward thinking company.

Stephen began his financial services career providing advice to clients, way back in 1989, when he joined the Prudential Assurance Company. After 12 years at Prudential, he then moved into a consultancy role with AEGON Scottish Equitable working with independent financial planners and assisting on more complex advice cases. In March 2011, he made the decision to return to a client facing advisory role and spent the next decade as an independent financial planner.

In his role Stephen assists clients with their long-term personal financial aims, encompassing pension planning and investment/wealth management as well as inter-generational planning, to ensure wealth can pass down to their chosen beneficiaries by mitigating or reducing the effects of Inheritance Tax.

Stephen sees his role as being able to talk to clients without the technical jargon to ensure their understanding. He finds interacting with clients and the satisfaction of being able to assist them with their financial goals the most rewarding.

Outside of work Stephen enjoys cooking various cuisines but probably spends more time creating curries or something else spicy. He enjoys keeping active by going to the gym, spinning classes and yoga practice. He is also a ‘fair weather’ cyclist.

The Financial Conduct Authority does not regulate taxation or trusts.

Stephen Hoggarth


0191 217 3340


Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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