Free Financial Planning Drop In Clinics
Jan
7
to 15 Jul

Free Financial Planning Drop In Clinics

  • Later Life Hub, St Peter's (map)
  • Google Calendar ICS

Worried About Inheritance Tax? Care Fees? Your Future?

Get trusted, independent answers for free with Richard Higgs, SOLLA Accredited Later Life Adviser as part of our commitment to the Later Life Hub we are proud to have helped establish.

Most Wednesdays · 9:00 – 10:30am

Goronwy Room, Later Life Hub, St Peter’s Church, 17 The Drive, Henleaze BS9 4LD

Confirmed 2026 Dates:

January: 7th, 14th, 21st, 28th

February: 4th, 11th, 25th

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SOLLA Talk at Stoke Lodge
Feb
3
6:00 pm18:00

SOLLA Talk at Stoke Lodge

Richard Higgs, Independent Financial Adviser and accredited Society of Later Life Advisers (SOLLA) member is delighted to present a free evening talk on later life financial planning basics.

Savings, Investments, Pensions & Inheritance Tax
Tuesday 3rd February, 6pm – 7pm
stoke lodge, shirehampton rd, stoke bishop, bs9 1bn

In this practical talk, Richard will explain how to make the most of your money later in life. Topics include:

  • Making savings and investments work for you

  • Understanding pension options in retirement

  • Inheritance Tax planning and passing wealth on efficiently

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Labour Budget 2025: Impact on Later Life Financial Planning
Dec
3
1:00 am01:00

Labour Budget 2025: Impact on Later Life Financial Planning

Following on from Labour’s second budget which takes place on Wednesday 26th November, independent financial adviser, Richard Higgs will take you through the budget’s impact on your financial planning.

Find out more about the changes from both this budget as well as the upcoming changes from the autumn budget in 2024 including potential new planning to consider.

Wednesday 3rd December - 1.30pm - 2.30pm - St Peter’s Church, The Drive, Henleaze BS9 4LD

Wednesday 3rd December - 6pm - 7pm - Stoke Lodge, Shirehampton Road, Stoke Bishop BS9 1BN

Book your place by calling 0117 3636 212 or email community@haroldstephens.co.uk

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Welcome Wednesday - November 2025
Nov
26
2:00 pm14:00

Welcome Wednesday - November 2025

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.

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Care Fee Planning With Confidence Seminar
Nov
19
1:30 pm13:30

Care Fee Planning With Confidence Seminar

At Harold Stephens, we’ve helped many families across Bristol navigate the financial side of later life care with calm, clear advice.

If you are looking in to paying for care for yourself or for a loved one, we understand it can feel overwhelming, but you don’t have to figure it out on your own.

Join us for a warm, jargon-free, practical session to help you make informed choices about your future on Wednesday 19th November, 1.30pm - 2.30pm.

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Care Fee Planning With Confidence Seminar
Nov
11
3:30 pm15:30

Care Fee Planning With Confidence Seminar

At Harold Stephens, we’ve helped many families across Bristol navigate the financial side of later life care with calm, clear advice.

If you are looking in to paying for care for yourself or for a loved one, we understand it can feel overwhelming, but you don’t have to figure it out on your own.

Join us for a warm, jargon-free, practical session to help you make informed choices about your future on Tuesday 11th November 3.30pm - 4.30pm.

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Welcome Wednesday - October 2025
Oct
29
2:00 pm14:00

Welcome Wednesday - October 2025

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 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.

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Welcome Wednesday - September 2025
Sept
24
2:00 pm14:00

Welcome Wednesday - September 2025

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 24th 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.

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Later Life Autumn Fair
Sept
23
10:00 am10:00

Later Life Autumn Fair

Autumn Fair at St Monica Trust – All Welcome!
Tuesday 23rd September, 10am – 1pm
Oatley Hall, St Monica Trust, Cote Lane, BS9 3UN

Join us for a vibrant Autumn Fair at the beautiful Oatley Hall, Cote Lane, open to residents and the wider community. Come and explore a fantastic selection of local stalls, enjoy a cuppa in the on-site café (serving tea, coffee and light lunches), and discover more about what’s happening in your community.

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Welcome Wednesday - August 2025
Aug
27
2:00 pm14:00

Welcome Wednesday - August 2025

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.

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Welcome Wednesday - July 2025
Jul
30
2:00 pm14:00

Welcome Wednesday - July 2025

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 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.

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Summer Fair
Jul
19
2:00 pm14:00

Summer Fair

On Saturday 19th July 2pm - 5pm, we’ll be at the Summer Fair at St Peter’s Church, Henleaze!

Come and join us for lots of fun! Craft and produce stalls, later life information, refreshments, cake, raffle.

We’ll be on hand to answer any questions you might have about financial planning, our community fund or any of the community events and activities we offer - come and say hello!

Free to attend - raising money for Later Life Alliance charities - BRACE Dementia Research, Bristol Dementia Action Alliance Age UK Bristol & Alive Activities.

Find out more about your local Later Life Hub at the fair!

See you there.

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Welcome Wednesday - June 2025
Jun
25
2:00 pm14:00

Welcome Wednesday - June 2025

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 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.

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Welcome Wednesday - May 2025
May
28
2:00 pm14:00

Welcome Wednesday - May 2025

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 May 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.

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Lunch and Learn - Later Life Financial Planning
May
19
12:00 pm12:00

Lunch and Learn - Later Life Financial Planning

Join us at Lovell Place on Monday 19th May 12pm - 2pm as part of Dementia Action Week - Richard Higgs will be discussing LPAs, inheritance tax and care fee planning from 12pm, with a buffet lunch and Q&A to follow.

Lovell Place, Sparrowbill Way, Patchway, Bristol BS34 5AU

Open to the whole community, residents of Lovell Place and families, businesses etc.

Please contact Sarah Jacka to book your free place on 07944 956478 or sarah.jacka@hamberleycarehomes.co.uk

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Let's Talk Dementia 2025
May
17
10:30 am10:30

Let's Talk Dementia 2025

If you are interested in learning more about dementia, living with or caring for someone living with dementia, join us at Let’s Talk Dementia - a one stop event for all things dementia, bringing together experts from across the South West in care, health, research, legal matters and much more.

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Later Life Financial Planning Under Labour - Free Seminar
May
14
1:30 pm13:30

Later Life Financial Planning Under Labour - Free Seminar

Understanding Labour’s Budget Changes – What They Mean for You

Wednesday 14th May - 1.30pm - 2.30pm - Stoke Lodge, Shirehampton Road, Stoke Bishop, BS9 1BN

Are You Prepared?
With sweeping changes to pensions and inheritance tax announced in Labour’s first budget, your financial future may look different than you expected. Join us for an exclusive free seminar to uncover how these changes could impact your plans - and what you can do to stay in control.

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Happy Days Hub Lasting Powers of Attoney Talk
May
12
1:00 pm13:00

Happy Days Hub Lasting Powers of Attoney Talk

As a partner of the BDAA Happy Days Hub, we are pleased to offer a free talk and drop in advice session about Lasting Powers of Attorney. The talk is open to all members of the community.

  • Monday 12th May

  • 1pm - 2.30pm

  • Happy Days Hub, Ambition House, 2 Stile Acres, Lawrence Weston, BS11 0PZ

Planning ahead is essential and taking action sooner rather than later can save your loved ones time and money. Our talk will cover:

✔ What an LPA is and why it’s important

✔ The difference between Property & Financial and Health & Welfare LPAs

✔ How to choose the right attorneys and what powers they will have

✔ The process, costs, and common mistakes to avoid

✔ What happens if you don’t have an LPA in place

Who should attend?

✔ Anyone wanting to plan ahead for themselves or a loved one

✔ Family members supporting someone living with dementia

✔ Attorneys or deputies who want to understand their responsibilities

To book your place, contact Lisa: community@bdaa.org.uk

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80th VE Day Celebration
May
9
1:30 pm13:30

80th VE Day Celebration

We are over the moon to have organised a joyous afternoon with BDAA to celebrate the 80th Anniversary of VE Day. Afternoon tea will be provided and there will be musical entertainment throughout the afternoon from Ruby Two Shoes.

When: Friday 9th May 1.30pm - 3.30pm

Where: Ambition House, 2 Stile Acres, Lawrence Weston, BS11 0PZ

Booking essential.

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FULLY BOOKED Later Life Financial Planning Under Labour - Free Seminar
May
7
1:30 pm13:30

FULLY BOOKED Later Life Financial Planning Under Labour - Free Seminar

Understanding Labour’s Budget Changes – What They Mean for You

Wednesday 7th May - 1.30pm - 2.30pm - Stoke Lodge, Shirehampton Road, Stoke Bishop, BS9 1BN

Are You Prepared?
With sweeping changes to pensions and inheritance tax announced in Labour’s first budget, your financial future may look different than you expected. Join us for an exclusive free seminar to uncover how these changes could impact your plans - and what you can do to stay in control.

View Event →
Welcome Wednesday - April 2025
Apr
30
2:00 pm14:00

Welcome Wednesday - April 2025

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 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.

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FULLY BOOKED Later Life Financial Planning Under Labour - Free Seminar
Apr
30
1:30 pm13:30

FULLY BOOKED Later Life Financial Planning Under Labour - Free Seminar

Understanding Labour’s Budget Changes – What They Mean for You

Wednesday 30th April - 1.30pm - 2.30pm - Stoke Lodge, Shirehampton Road, Stoke Bishop, BS9 1BN

Are You Prepared?
With sweeping changes to pensions and inheritance tax announced in Labour’s first budget, your financial future may look different than you expected. Join us for an exclusive free seminar to uncover how these changes could impact your plans - and what you can do to stay in control.

View Event →
Welcome Wednesday - March 2025
Mar
26
2:00 pm14:00

Welcome Wednesday - March 2025

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 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.

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Free Later Life Financial Planning Drop-In Sessions
Mar
24
to 8 Jul

Free Later Life Financial Planning Drop-In Sessions

Join us on Tuesday afternoons (see dates below) for our free later life financial planning drop-in sessions at the Later Life Hub in Henleaze. Specialising in later life financial advice, we provide guidance on a range of important topics, including:

  • Retirement income planning

  • Wills, Trusts and Lasting Powers of Attorney

  • Inheritance tax and estate planning

  • Long-term care funding

  • Investments and savings for later life

SOLLA Accredited independent financial adviser Richard Higgs will be on hand to answer your questions, offer tailored advice, signpost to later life services and help you navigate your financial future. Whether you're seeking advice for yourself or a loved one, we’re here to help.

No appointment is needed – just drop in!

Upcoming dates:

(Tuesdays 3pm - 4pm)

25th March, 1st April, 8th April, 29th April, 6th May, 13th May, 3rd June, 10th June, 17th June, 24th June, 1st July, 8th July.

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Bristol Dementia Action Alliance 'Happy Days Hub' Launch
Mar
24
2:00 pm14:00

Bristol Dementia Action Alliance 'Happy Days Hub' Launch

Bristol Dementia Action Alliance (BDAA) are launching Happy Days Hub - Dementia and Ageing well resource on Monday 24th March at 2pm at Ambition House, Lawrence Weston 2 Stile Acres, Lawrence Weston, BS11 0PZ.

We’re pleased to be joining the launch as a partner of the Hub and we’ll be on hand to answer any questions you may have about later life planning.

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Welcome Wednesday - February 2025
Feb
26
2:00 pm14:00

Welcome Wednesday - February 2025

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 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.

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Welcome Wednesday - January 2025
Jan
29
2:00 pm14:00

Welcome Wednesday - January 2025

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 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.

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Welcome Wednesday - November 2024
Nov
27
2:00 pm14:00

Welcome Wednesday - November 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 27th 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.

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Free Later Life Financial Planning Drop-In Sessions
Nov
12
to 10 Dec

Free Later Life Financial Planning Drop-In Sessions

Join us every Tuesday afternoon for our free later life financial planning drop-in sessions at the Later Life Hub in Henleaze. Specialising in later life financial advice, we provide guidance on a range of important topics, including:

  • Retirement income planning

  • Wills, Trusts and Lasting Powers of Attorney

  • Inheritance tax and estate planning

  • Long-term care funding

  • Investments and savings for later life

SOLLA Accredited independent financial adviser Richard Higgs will be on hand to answer your questions, offer tailored advice, signpost to later life services and help you navigate your financial future. Whether you're seeking advice for yourself or a loved one, we’re here to help.

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Lasting Powers of Attorney Seminar
Nov
6
1:00 pm13:00

Lasting Powers of Attorney Seminar

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

  • Wednesday 6th November

  • 1:00pm - 3:00pm

  • Stoke Lodge, Shirehampton Road, Stoke Bishop BS9 1BN

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 here to help you get started!

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Welcome Wednesday - October 2024
Oct
30
2:00 pm14:00

Welcome Wednesday - October 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 30th 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.

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Welcome Wednesday - September 2024
Sept
25
2:00 pm14:00

Welcome Wednesday - September 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 25th 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.

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