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Steve has been a Financial Adviser for over 30 years and is a Chartered Financial Planner, regarded as the profession's highest accolade. He also holds the Investment Management Certificate.

Steve joined Perspective (North West) Ltd in 2013 and specialises in pension and investment advice.

He started his career working for Nat West 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. Prior to joining Perspective, he spent five years at an IFA firm in Warrington.

 

 

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

James Cooper APFS

Chartered Financial Planner

Registered in England and Wales No 4719736. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.

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 9 123
www.financial-ombudsman.org.uk

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