Your Local Independent Financial Adviser
Face-to-face independent financial advice you can trust is hard to come by these days, but not in BS9!
If you want a relaxed chat about how to manage your money in retirement, then we are always on hand to deliver it the good old-fashioned way.
Financial Advice Based on Integrity
At Harold Stephens, you’ll always see a friendly face. When you come into the office, you can relax, have a cup of tea and talk to us about your financial situation. We will only ever provide advice based on integrity and what is best for you.
Supporting the Local Community
We might be an Independent Financial Adviser, but that doesn’t mean we’re all about money. The local community and people are central to what we do. Honest and personal, we’re proud to run a truly local firm that gives back and makes a difference to people’s lives.