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Stephen Crawshaw 

Financial Planner  

Stephen joined Perspective in March 2023 when HNH Financial Services joined the Group as Perspective (HNH) Ltd. The additional support allows the team to continue to provide excellent service to clients.  

Stephen started in the Independent Financial Adviser (IFA) industry in 2016. He was an administrator for two and a half years then moved into a trainee paraplanner role. This helped to build his knowledge and to learn the ropes. Stephen then went on to complete his Diploma in Regulated Financial Planning, gaining valuable experience and knowledge which has helped him to naturally develop from a paraplanner to financial planner. 

His role involves a wide range of aspects from preparing annual/routine reviews, preparing reports and carrying out research, client meetings and carrying out work on the back of these to help clients work towards achieving their objectives. He enjoys his role very much, especially getting to know clients on a personal level and understanding what their objectives are with their investments/pensions etc and helping them work towards achieving these. 

Stephen likes to keep busy outside of work, he has three kids and a dog to keep him on his toes and enjoys spending time going out for walks together. He’s also a supporter of Huddersfield Giants Rugby League and Liverpool Football Club.

Based

Huddersfield Office

10 New North Parade
Huddersfield
HD1 5JP

Telephone: 01484 448820

Perspective (HNH) Ltd, Registered in England and Wales No 6405614. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (HNH) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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

www.financial-ombudsman.org.uk