Stephen joined Perspective in October 2025, bringing over 40 years of experience in Financial Services. He began his career in 1984 and has been advising clients since 1985, with a focus on investment planning, retirement advice, and long-term care funding. He is SOLLA accredited and also provides Equity Release advice where appropriate.
Stephen works closely with individuals and families to help secure their financial future, offering clear, understandable solutions tailored to their needs. He finds great satisfaction in helping clients solve financial challenges and meet their goals with confidence.
Outside of work, Stephen enjoys photography, travel, and playing the saxophone.