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Harold Stephens Shortlisted for Two Prestigious Professional Adviser Awards

Harold Stephens Shortlisted for Two Prestigious Professional Adviser Awards

by Amy | Dec 6, 2024 | Vulnerability

We are thrilled to share some exciting news: Harold Stephens has been shortlisted for not one but two categories at the Professional Adviser Awards 2025! We’re finalists for Best Adviser Firm for Vulnerable Client Care and Adviser Firm of the Year – South West &...
Harold Stephens Shortlisted For 3 Professional Adviser Awards

Harold Stephens Shortlisted For 3 Professional Adviser Awards

by Amy | Jan 16, 2024 | Vulnerability

We are thrilled to have been shortlisted in three categories in the upcoming Professional Adviser Awards!As well as being shortlisted for ‘Adviser Firm of the Year for South West and Wales’, we are also in two national categories, ‘Best Adviser Firm for Vulnerable...
Harold Stephens Wins Two National Awards For Vulnerable Client Care

Harold Stephens Wins Two National Awards For Vulnerable Client Care

by Amy | Nov 6, 2023 | Community, Vulnerability

We are delighted to announce Harold Stephens has been awarded the ‘Company of the Year – up to 5 advisers’ in the Just Group Vulnerable Customer Award for 2023 after also winning it in 2022. Amy Wood, responsible for Community Engagement, has won the ‘Vulnerable...

Harold Stephens shortlisted for three Professional Adviser Awards

by Amy | Feb 28, 2023 | Vulnerability

We are delighted to announce Harold Stephens has been shortlisted for three Professional Adviser Awards! Now in their 18th year, the 2023 awards received a record number of entries which have been judged by an independent panel of industry experts.We were shortlisted...

Success for Harold Stephens at 2022 Just Group Vulnerable Customer Awards!

by Amy | Sep 26, 2022 | Vulnerability

We are delighted to announce Harold Stephens have won the ‘Company of the Year – up to 5 advisers’ award in the 2022 Just Group Vulnerable Customer Awards! As a specialist later life financial planning firm, this award means the world to the whole team – every...

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Authorised and regulated by the Financial Conduct Authority. Harold Stephens Ltd is entered on the Financial Services Register under reference 592993.

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