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Steve started his career in the City of London working for Nat West Bank. Following a spell with Bradford and Bingley, he moved to Abbey National where he spent 15 years as a Financial Advisor, specialising in pension and Investment advice. Prior to joining Perspective (North West) Ltd in 2013, he spent five years at an IFA firm in Warrington. Steve is a Chartered Financial Planner and also holds the Investment Management Certificate.

Steve lives in Warrington, is married with two children and likes to relax by playing crown green bowls, reading and socialising with friends.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

James Cooper

Chartered Financial Planner

Registered in England and Wales No 4719736. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire SK9 3ND
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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