Your Local Independent Financial Adviser

 
 

Face-to-face independent financial advice you can trust is hard to come by these days, but not in BS9!

If you want a relaxed chat about how to manage your money in retirement, then we are always on hand to deliver it the good old-fashioned way.

 
 
Harold Stephens - Your Local Independent Financial Adviser

Financial Advice Based on Integrity

At Harold Stephens, you’ll always see a friendly face. When you come into the office, you can relax, have a cup of tea and talk to us about your financial situation. We will only ever provide advice based on integrity and what is best for you.

Harold Stephens - Your Local Independent Financial Adviser

Supporting the Local Community

We might be an Independent Financial Adviser, but that doesn’t mean we’re all about money. The local community and people are central to what we do. Honest and personal, we’re proud to run a truly local firm that gives back and makes a difference to people’s lives.

 
 
Harold Stephens - Your Local Independent Financial Adviser
 
 
 

OUR APPROACH


We believe you benefit the most when financial advice is delivered in a personal and face-to-face manner. Call it old fashioned, but at Harold Stephens, we want to get to know your story, your families, you, so we can offer bespoke financial advice tailored and suited to your needs. Just like it should be.

 
 
Harold Stephens - Your Local Independent Financial Adviser
 
 
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OUR STORY

 
 
Harold Stephens - Your Local Independent Financial Adviser

We’re right on your doorstep whenever you need us, so how can we help you?

The firm was founded by Richard and now comprises a lovely group of approachable individuals, all of whom are here for you. Richard is a Chartered Financial Planner, the highest accreditation in the industry and he, and the team, will guide you through your financial life for as long as you need us.

 
 
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Harold Stephens - Your Local Independent Financial Adviser
 
 

SERVICES

Whether you are only just reaching retirement or you are long retired and entering your later years, we want to take the pressure off your hands. From Inheritance Tax Planning, Long Term Care, Pensions, Savings and Investments, we specialise in helping with most of the financial issues facing local retirees.

 
 
 
 
 
 
Harold Stephens - Your Local Independent Financial Adviser
 
 

 TESTIMONIALS

 
 
 
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Ready to seek financial advice you can trust?

 
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