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Staffordshire:

Steve Bennett FPFS

Chartered Financial Planner

Steve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Being client-driven he can ensure he provides the highest level of both service and advice.

Steve’s experience comes from advising both personal and business clients in respect of advice in pensions, retirement, investments, life assurance and inheritance/general tax planning. 

Having worked in Financial Services since 2001, initially within the Banking Sector, he has gained experience of working together with both Personal and Business clients advising on a variety of areas.  In 2014 Steve established his own Independent Financial Advisors (IFA) business, completing an acquisition in 2016.  

The Financial Conduct Authority does not regulate taxation or trusts

Steve Bennett

Email

steve.bennett@pfgl.co.uk

Based

Staffordshire Office

Unit 4, Crompton Court
Attwood Road
Burntwood Business Park
Staffordshire
WS7 3GG

Telephone: 01543 396639

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Perspective (Staffordshire) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) 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