Stephen Perkins

Paraplanner

Steve joined the team in November 2022 as a Paraplanner, holding a Diploma in Financial Planning from the Personal Finance Society in 2011 and obtaining an AF3 qualification in Pension Planning.

With five years of experience in Paraplanning under his belt, his role at Leabold is to prepare, research and analyse advice for the firm, working very closely with our compliance officer, Derek. He is responsible for undertaking product research, preparing technical and annual reports, implementing recommendations and preparing new business paperwork.

As a footie fan, Steve is an avid supporter of Aston Villa and is the head coach of his son’s football team. Along side keeping fit, he’s a sucker for anything smothered in chocolate and enjoys a weekend break in the city. Don’t we all, Steve!