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Steve joined Perspective (South West) Ltd in 2021.

Steve worked closely with us as a pension provider and later decided to join our team. Our clear dedication to putting our clients at the heart of everything we do helped make his decision. As a Financial Adviser his role is to help our clients achieve their financial goals and objectives and ultimately help them live their best lives.

Before joining Perspective, Stephen was a Business Development Manager for 12 years with Royal London and Scottish Widows prior. In those roles he specialised in providing Financial Planners with support on pensions issues for both individuals and companies.

He has aspirations to become a chartered Financial Planner and is currently qualified at Diploma level in Financial Planning.

He looks forward to meeting new people and providing them with a plan that has the potential to transform their future.

Other contacts

Tony Apps DipPFS

Financial Planner

Ross Perry APFS

Chartered Financial Planner

Jim Knights DipPFS

Financial Planner

Kevin Higgs DipPFS

Financial Planner

Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

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

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.http://.financial-ombudsman.org.uk

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