Taking Estate Planning Advice in Later Life

Taking Estate Planning Advice in Later Life

Anyone in later life might encounter issues or vulnerabilities. Therefore, you may be subject to detriment if you don’t engage with an estate planning adviser who doesn’t use the appropriate level of care according to your own individual circumstances and conditions....
Financial Abuse in Later Life and the Vulnerable

Financial Abuse in Later Life and the Vulnerable

With our community here in North-West Bristol seeing an ageing population, and dementia cases in the area predicted to triple by 2050, the number of vulnerable people is only set to increase in the coming years. In recent research published by STEP, 57% of those legal...
James Kenward Achieves SOLLA Accreditation

James Kenward Achieves SOLLA Accreditation

We are thrilled to share some exciting news: our adviser, James Kenward, has successfully passed the prestigious Society of Later Life Advisers (SOLLA) Accreditation assessment! This achievement marks a significant milestone for Harold Stephens, as both of our...