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Stephen Sheppard FPFS

Chartered Financial Planner

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 Planner, his role is to help our clients achieve their financial goals and objectives and ultimately help them live their best lives.

Before joining Perspective, Steve 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 looks forward to meeting new people and providing them with a plan that has the potential to transform their future.

The Financial Conduct Authority does not regulate some aspects of corporate financial planning

Steve Sheppard


01672 515991


Marlborough Office

Equilibrium House
1 Pelhams Court
London Road

Telephone: 01672 515991

Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (South West) 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