Help! My Mum is going into a Care Home: Live Q&A Webinar
Feb
5
to 28 Apr

Help! My Mum is going into a Care Home: Live Q&A Webinar

We are often contacted by people asking for guidance about what to do when a parent is about to move in to a care home.

Watch the webinar here.

Join SOLLA Accrediated independent fiancial adviser, Richard Higgs for this recorded webinar where he will take you through things to consider, such as:

Estimating costs and income

NHS continuing health care

What happens when one parent remains at home?

What assets are disregarded?

Funding care

Lasting Powers of Attorney

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

View Event →
What it's REALLY like to be a Harold Stephens Client
Mar
12
to 30 Apr

What it's REALLY like to be a Harold Stephens Client

Richard Higgs recorded a webinar on Tuesday 12th March all about what it’s really like to be a client here. How does our training and approach impact the service we provide?

Find out more here.

If you are interested in finding out more about how we treat vulnerable clients, check out our web page here.

Please don’t hesitate to get in touch if you would like to have a relaxed chat about your circumstances to see if we can help. Call 0117 3636 212 or email office@haroldstephens.co.uk.

View Event →
New date added! Lasting Powers of Attorney Seminar
May
7
9:30 am09:30

New date added! Lasting Powers of Attorney Seminar

Due to the March 27th seminar selling out, we are delighted to invite you to a second seminar covering all aspects of organising your lasting powers of attorney.

It can seem like a daunting thing to think about and many people put off arranging their affairs, potentially until it is too late.

We are looking forward to hearing from Gemma Lock, Head of Business Development at Trinity Homecare Group who will be speaking about navigating care choices. We are also thrilled to be joined by Marc White and Mila Rnjak from Marc White & Co Solicitors who will be speaking about the implacations of not organising your LPAs and having to deal with the Court of Protection.

Along with chartered, independent financial adviser, Richard Higgs talking you through everything you need to know about LPAs, this event will leave you feeling empowered to take control of your affairs.

We will answer questions such as:

  • What is an LPA? Which type of LPA do I need?

  • When should I organise my LPAs?

  • What happens if I don’t have an LPA and I lose capacity?

  • How many attorneys do I need?

  • What decisions can be made with an LPA?

  • How do I go about organising it?

  • How much does it cost?

There will plenty of time to ask any questions you may have at the event.

Expect a relaxed, welcomeing event! We are looking forward to meeting you.

Email or call Amy to book your free spot - places are limited.

community@haroldstephens.co.uk

0117 3636 212

View Event →
Afternoon tea and dance
May
20
2:00 pm14:00

Afternoon tea and dance

As part of our work with the Later Life Alliance, we have helped organise a fun afternoon tea and dance!

Join us at Bradbury Hall, Trinity-Henleaze URC on Monday 20th May 2pm - 4pm for great food, live music and line dancing. Whether you want to take part or just have fun watching, it’s sure to be an afternoon to remember.

Tickets are £2 donation and can be booked by calling Katie on 0117 962 3431 (you can leave a message) or email admin@trinityhenleazeurc.org.uk by 10th May so food and refreshments can be organised accordingly.

Can’t wait to see you there!

View Event →
Charity Lawn Bowls Afternoon - Fundraising for St Peter's Hospice
Jun
11
1:30 pm13:30

Charity Lawn Bowls Afternoon - Fundraising for St Peter's Hospice

Join us for a Charity Lawn Bowls afternoon at Canford Bowling Club on Tuesday 11th June, 1:00 PM - 3:30 PM. Open to all, tickets are £10, including a game of bowls, tea, coffee, and cake. Learn to bowl with the help of club members. Raffle with exciting prizes to raise money for St. Peter's Hospice. Places are limited so don't miss this fun afternoon, book your ticket today!

View Event →
Welcome Wednesday - June 2024
Jun
26
2:00 pm14:00

Welcome Wednesday - June 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 26th June 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

View Event →
Later Life Summer Fair
Jul
19
11:00 am11:00

Later Life Summer Fair

The Later Life Alliance is delighted to announce we are again organising the Later Life Summer Fair. The event, now in its third year, will take place on Friday 19th July 11am - 2pm at Newman Hall, Henleaze.

Born out of recognising there was a need, post pandemic, to provide the local community with an opportunity to find out about events, activities, groups and support, the event promises to deliver all of this and more!

The fair is free to attend and there will be a tombola, raffle, a variety of stalls and entertainment along with access to lots of local information and support services.

You can read all about the previous fair here. We can’t wait to see you there!

View Event →

Welcome Wednesday - April 2024
Apr
24
2:00 pm14:00

Welcome Wednesday - April 2024

We have organised a new event called ‘Welcome Wednesday’ with Bristol Dementia Action Alliance and local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 24th April 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Welcome Wednesday - March 2024
Mar
27
2:00 pm14:00

Welcome Wednesday - March 2024

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 27th March 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Lasting Powers of Attorney Seminar
Mar
27
9:30 am09:30

Lasting Powers of Attorney Seminar

We would like to invite you to a seminar covering all aspects of organising your lasting powers of attorney.

It can seem like a daunting thing to think about and many people put off arranging their affairs, potentially until it is too late.

We are looking forward to hearing from Gemma Lock, Head of Business Development at Trinity Homecare Group who will be speaking about navigating care choices. We are also thrilled to be joined by Marc White and Mila Rnjak from Marc White & Co Solicitors who will be speaking about the implacations of not organising your LPAs and having to deal with the Court of Protection.

Along with chartered, independent financial adviser, Richard Higgs talking you through everything you need to know about LPAs, this event will leave you feeling empowered to take control of your affairs.

Email or call Amy to book your spot - places are limited.

View Event →
Spring Budget 2024 Webinar
Mar
13
to 13 Apr

Spring Budget 2024 Webinar

Richard Higgs recorded a webinar on Wednesday 13th March about the Spring Budget.

Here is the link to view.

Whilst not seemingly a budget to concern those in later life, there have been plenty of announcements lately that you shoud be aware of. Here are links to the recent Tax Year End video and Tax Outlook 2024 video mentioned in the webinar.

View Event →
Tax Year End - Act Now! + Q&A
Mar
5
to 5 Apr

Tax Year End - Act Now! + Q&A

Independent chartered financial planner, Richard Higgs recorded a webina on 5th March 2024 about the planning you can do ahead of the upcoming tax year end deadline.

Tax year end is less than one month away so the time is ticking to take advantage of available reliefs.

Find out what you can do to ensure you are in the most tax efficient position possible.

Q&A included at the end of the session.

Access the recording here.

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

View Event →
Welcome Wednesday - February 2024
Feb
28
2:00 pm14:00

Welcome Wednesday - February 2024

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 28th February 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Welcome Wednesday - January 2024
Jan
31
2:00 pm14:00

Welcome Wednesday - January 2024

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 31st January 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
UK Tax Outlook 2024 Webinar
Jan
24
to 31 Mar

UK Tax Outlook 2024 Webinar

Independent chartered financial planner, Richard Higgs recorded a webinar on the tax outlook for 2024 on 24th January.

You can access the full recording including the Q&A here.

Richard covers:

  • A recap of 2023 including the impact of the Autumn Statement

  • Potential tax implications of th Spring Budget on 6th March

  • The upcoming general election

  • Q&A

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.

View Event →
Investment Outlook 2024 + Q&A
Jan
17
to 29 Feb

Investment Outlook 2024 + Q&A

Independent chartered financial planner, Richard Higgs recorded a webinar on the investment outlook for 2024 on 16th January.

You can access the full recording including the Q&A here

If you are interested in what is going on globally and how that will affect your portfolio, this is for you.

  • Where we are in the short term

  • USA markets

  • Emerging markets

  • Looking at investment over longer terms

  • Q&A

View Event →
Welcome Wednesday - November 2023
Nov
29
2:00 pm14:00

Welcome Wednesday - November 2023

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 29th November 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Celebrating Age Talent Show
Oct
30
2:00 pm14:00

Celebrating Age Talent Show

Part of Age UK Bristol’s Celebrating Age Festival

  • Monday 30th October

  • 2 - 4pm

  • St Peter’s Hall, 17 The Drive, Henleaze BS9 4LD

Come along to enjoy an afternoon of local later life talent for just £2!

There will be lots of excellent performers over the course of the afternoon with a break for a chat, snacks and refreshments.

Celebrate age with us!

Contact Amy - community@haroldstephens.co.uk or call 0117 3636 212 for more information.

Booking is essential. Tickets available from Harold Stephens, 50 High Street, Westbury on Trym BS9 3DZ or Greenway Centre, Doncaster Road, Southmead BS10 5PY

View Event →
Welcome Wednesday - October 2023
Oct
25
2:00 pm14:00

Welcome Wednesday - October 2023

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 25th October 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Oct
2
2:00 pm14:00

Celebrating Age Concert

This year, the Celebrating Age Festival will be launched by the Celebrating Age Concert in City Hall, on Monday 2nd October 2 - 4 pm.

There is a fabulous line-up, including the Windrush Choir, Recovery Orchestra and Dhek Bhal Older Women’s Group.

Harold Stephens will be in attendence with a stall so please come to say hello!

Everyone is welcome to this free concert, but booking is essential. To book a place, please email comms@ageukbristol.org.uk or call 0117 928 1553.

View Event →
Let's Talk Dementia - Free Event
Sep
30
10:00 am10:00

Let's Talk Dementia - Free Event

Discover the world of living with dementia at ‘Let's Talk Dementia’ on Saturday, 30th September, 10 am - 5 pm, hosted by BRACE Dementia Research. Meet experts, get free advice and find out about support available. Enjoy family-friendly art sessions, interact with the brain dome, talk to social care teams, researchers, and support groups. We will be on hand to offer valuable guidance on financial planning in later life. Don't miss this informative and engaging event!

View Event →
Welcome Wednesday - September
Sep
27
2:00 pm14:00

Welcome Wednesday - September

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 27th September 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last Wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Charity Lawn Bowls Afternoon - Fundraising for St Peter's Hospice
Sep
13
1:30 pm13:30

Charity Lawn Bowls Afternoon - Fundraising for St Peter's Hospice

Join us for a Charity Lawn Bowls afternoon at Canford Bowling Club on Wednesday, 13th September, 1:30 PM - 4:00 PM. Open to all, tickets are £10, including a game of bowls, tea, coffee, and cake. Learn to bowl with the help of club members. Raffle with exciting prizes to raise money for St. Peter's Hospice. Places are limited so don't miss this fun afternoon, book your ticket today!

View Event →
Welcome Wednesday - August
Aug
30
2:00 pm14:00

Welcome Wednesday - August

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 30th August 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Welcome Wednesday - July
Jul
26
2:00 pm14:00

Welcome Wednesday - July

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 26th July 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Welcome Wednesday will be taking place on the last wednesday of the month, same time, same place.

If you have any questions please feel free to give Amy a call on 0117 3636 212 or email community@haroldstephens.co.uk

See you soon!

View Event →
Later Life Summer Fair 2023
Jul
14
1:00 pm13:00

Later Life Summer Fair 2023

Here’s a date for your diary! The Later Life Summer Fair will be held on Friday 14th July at Newman Hall in Henleaze.

We can’t wait to welcome you all for a fun afternoon of activities, entertainment and refreshments. Come along to find out what’s going on in your local community!

We’ll update with more information as soon as it becomes available.

See you there!

View Event →
Welcome Wednesday - June
Jun
28
2:00 pm14:00

Welcome Wednesday - June

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 28th June 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Our SOLLA Accredited independent adviser, Richard Higgs will be on hand to answer any financial questions you may have, just come along.

View Event →
Jun
16
9:00 am09:00

Loneliness Awareness Week Drop In

It’s Loneliness Awareness Week 12th - 16th June!

Loneliness Awareness Week aims to increase awareness about the experience of loneliness. The primary focus is to foster supportive communities through open dialogues among family, friends, and colleagues regarding this universal human emotion.

To help raise awareness, we would like to invite anyone that would like to pop in to the office on Friday 16th June for a cup of tea, some cake a chat. Laura will be here all day and would love to see you!

View Event →
Welcome Wednesday - May
May
31
2:00 pm14:00

Welcome Wednesday - May

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 31st May 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Our SOLLA Accredited independent adviser, Richard Higgs will be on hand to answer any financial questions you may have, just come along.

View Event →
Welcome Wednesday - April
Apr
26
2:00 pm14:00

Welcome Wednesday - April

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 26th April 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Our SOLLA Accredited independent adviser, Richard Higgs will be on hand to answer any financial questions you may have, just come along.

View Event →
Welcome Wednesday - March
Mar
29
2:00 pm14:00

Welcome Wednesday - March

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 29th March 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Our SOLLA Accredited independent adviser, Richard Higgs will be on hand to answer any financial questions you may have, just come along.

View Event →
Cuppa 4 a Cure - BRACE Dementia Reseach Charity
Mar
21
1:00 pm13:00

Cuppa 4 a Cure - BRACE Dementia Reseach Charity

Join us for a cuppa and support dementia research

Come along to Golden Hill Sports Ground, Henleaze and join us for a cuppa whilst raising money for BRACE Dementia Research!

Donate what you can, have a chat, learn a bit more about the charity and maybe even win a raffle prize!

Did you know…

  • There are an estimated 850,000 sufferers of dementia in the UK

  • It is estimated that one million people will have dementia by 2025, this could double to 2 million by 2050

  • The global number of dementia sufferers is estimated to increase by 204% by the year 2050

BRACE are a Bristol-based charity who specialise in funding research into dementia. BRACE have raised over £20 million towards world class clinical and laboratory research into Alzheimer's and other forms of dementia to find better treatments, achieve earlier diagnosis and one day, a cure.

Get your ticket here.

View Event →
Welcome Wednesday - February
Feb
22
2:00 pm14:00

Welcome Wednesday - February

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 22nd February 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Our SOLLA Accredited independent adviser, Richard Higgs will be on hand to answer any financial questions you may have, just come along.

View Event →
Lasting Powers of Attorney - Q&A Session
Feb
15
to 30 Apr

Lasting Powers of Attorney - Q&A Session

Independent Financial Adviser, Richard Higgs recorded a Q&A session on Lasting Powers of Attorney to answer some questions sent in to us.

The webinar covers questions such as, ‘can anyone be an attorney'?’ and, ‘who can be my certificate provider?’

If you have any questions not covered in the webinar, please don’t hesitate to get in touch with us by emailing office@haroldstephens.co.uk or calling 0117 3636 212.

Watch the recording here

View Event →
Welcome Wednesday - January
Jan
25
2:00 pm14:00

Welcome Wednesday - January

We have organised a new event called ‘Welcome Wednesday’ with local company, Home Instead. We would like to invite you to come along for a free cuppa and a chat to the Beehive Pub on Wednesday 25th January 2pm - 3.30pm. We promise some friendly faces will be there to greet you!

Our SOLLA Accredited independent adviser, Richard Higgs will be on hand to answer any financial questions you may have, just come along.

View Event →