CASE STUDIES
It isn’t difficult to talk about the value of financial planning but sometimes it resonates more coming from someone in a similar situation.
We offer a wide variety of services, some of which are demonstrated within the real life case studies below.
Some examples of how we can help you…
Pam, local widow with little knowledge of her finances
Pam’s husband was the numbers man in the family. When he sadly passed away, Pam found she had no idea of the value or location of her investments. She was anxious about getting organised and wanted to gain confidence in the understanding of her finances.
Take a look at Pam’s story to see how we have become her trusted adviser.
Kate needed a hand with Inheritance Tax Planning
Kate, a local retired GP had spent a long time researching the best solution for her family regarding Inheritance Tax. With a wealth of options available, Kate was struggling to make a decision with confidence.
Read on to see how beneficial rigorous planning can be for your family.
Mark sought independent advice
Mark had become disillusioned with the advice he was receiving from a big-name provider who seemed more interested in moving assets into their portfolio than managing his family’s financial future.
Harold Stephens is truly independent with all advice absolutely tailored to your best interests. Read on to find out about the suite of services Mark and his family have benefited from.
Can we help you too?
Bespoke and personalised, we will work face-to-face with you to deliver recommendations that get the best possible return from your money. With an ongoing review process, you can rest assured your investments are always in line with your circumstances.