He provides many aspects of financial advice, including inheritance tax planning, and primarily deals with private clients for whom he delivers a wide range of investment and pension advice. Stephen’s knowledge and expertise in these areas mean that our clients receive the best practical and personalised advice that best meets their financial goals and needs.
Stephen joined Perspective (East Anglia) Ltd (previously Wingham Wyatt) in 2007 and provides a wide range of investment and pension advice.
Perspective (East Anglia) is a trading style of Perspective (Northants and Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.
Perspective (Northants and Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Northants & Cambs) 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