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Steven Fraser DipPFS

Financial Planner

Steven joined Perspective in June 2026.

He has nine years of experience in the Financial Services industry and holds the Level 4 Diploma in Financial Planning.

Steven builds strong relationships through trust and clear communication, taking the time to understand what matters most to each client. He provides straightforward advice tailored to individual goals and enjoys helping clients make confident decisions and achieve meaningful outcomes.

Outside of work, Stephen enjoys spending time with his wife Caitlin and their daughter Harper. He also likes socialising with friends and family. An interesting fact about him is that he recently passed his motorbike test at age 39. One of the top items on his bucket list is wing walking.

Perspective (Scotland) is a trading style of Perspective (North East) Limited.

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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Privacy Notice

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