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Stephen Sheppard FPFS

Chartered Financial Planner

Steve is a highly experienced Chartered Financial Planner who joined Perspective in November 2021.

He has worked in Financial Services since 1998, bringing 28 years of experience and is known for delivering clear, supportive and clientfocused financial planning. 

He is a Fellow of the Personal Finance Society reflecting the highest professional standards and a long-standing commitment to excellence in knowledge and advice. 

Steve views financial planning as a long-term partnership built on trust. He takes pride in helping clients achieve their long-term goals, easing concerns about their financial affairs and using his experience to support clients with a wide range of objectives, priorities and circumstances. 

Check out Steve’s VouchedFor profile here.

Reviews and Ratings for Financial adviser Stephen Sheppard, Swindon
Steve Sheppard

Telephone

01672 515991

Based

Marlborough Office

Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG

Telephone: 01672 515991

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 525989. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South West) Limited is registered in England and Wales Number 07257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

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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