Valerie Buchan (Retiree), Henleaze
Albert and Audrey Stiles (Retirees), Westbury-On-Trym
I am so pleased I decided to get in touch with Richard. He helped me to re-organise my finances so that I get a better income. I had no idea how to go about this and Richard's advice and practicality in this matter has been invaluable. Richard keeps me very much up to date and his clear explanations and friendly manner are much appreciated
- Valerie Buchan (Retiree), Henleaze
John and Nancy Thorpe (Retirees), Westbury-On-Trym
The service we have received has been highly satisfactory. It is great having a local financial adviser who is readily accessible for advice.
-Albert and Audrey Stiles (Retirees), Westbury-On-Trym
Chris and Carolyn Carwardine (Retirees), Sneyd Park
We can only say the service we have received has been 100%! We find the personal contact gives us more confidence to discuss our situation. All queries are efficiently dealt with.
- John and Nancy Thorpe (Retirees), Westbury-On-Trym
Bob and Norma Hall(Retirees), Coombe Dingle
We have found it very good having a local adviser. Richard always makes himself available in his local office when requested. We get a very good personal service and Richard clearly knows what he is doing.
- Chris and Carolyn Carwardine (Retirees), Sneyd Park
Donald Owen (Retiree), Coombe Dingle
We have found the service of Harold Stephens very consistent and reliable. We are very confident in the service given. Follow-ups have been thorough and explained with understanding as Richard has good teaching qualities.
- Bob and Norma Hall(Retirees), Coombe Dingle
Ralph Payne (Retiree), Stoke Bishop
Richard has always been very accessible, a real advantage and gives me confidence in our dealings. The level of service has been first class. Richard has always carried out his promised actions on time. Any technical advice has been explained in a very clear and understandable manner.
- Donald Owen (Retiree), Coombe Dingle
Vanessa Payne (Retiree), Stoke Bishop
The service has been a perfect blend of professionalism and care for us and our money. Gives advice in a way that we can understand easily. Have recommended Richard to others and will continue do so.
- Ralph Payne (Retiree), Stoke Bishop
Colin and Elizabeth Sleith (Retirees), Stoke Bishop
With Richard we are not talking to a salesman with targets but someone we know and we know where his office is. Someone who also knows the area we live in and no call centre ethos!
- Vanessa Payne (Retiree), Stoke Bishop
Gillian Dunphy (Retiree), Stoke Bishop
We have found Richard to show a personal attention to our needs and the process involves a relaxed discussion of options with no pressure and this has helped us feel confident in the decisions made. The accessibility of being able to make contact at any time and of being seen at the local office is a great advantage.
- Colin and Elizabeth Sleith (Retirees), Stoke Bishop
Jeremy Krause (Retiree), Clifton
The level of service has been very good. I am also very happy with the advice received and the level of technical knowledge.
- Gillian Dunphy (Retiree), Stoke Bishop
Owen and Patricia McNamara (Retirees), Westbury on Trym
Richard is cautious and suggests ideas in a reasonable and sensible manner. But he is not pushy! I feel confident in Richard's technical knowledge and able to make careful, sensible decisions. I would be happy to recommend Harold Stephens!
- Jeremy Krause (Retiree), Clifton
Jenny and Keith Higgs (Retirees), Shirehampton
We have found having a local advisor beneficial in that we have been able to deal with the same person throughout, enabling easy access with rapid response. We feel we have had a good level of service with explanations easy to comprehend whilst taking account of our circumstances with a level of risk we are comfortable with.
- Owen and Patricia McNamara (Retirees), Westbury on Trym
Gordon and Sandra Inglis (Retirees), Henleaze
The service I have received from Richard and Penny has, so far, been excellent. Both of them, at the end of the telephone, have dealt with any problems very quickly and efficiently. The local office is also a very good part of the service, another personal touch. The help I received to sort out a pension from the 1970's was sorted out extremely well and very much to my advantage, thanks to their knowledge and assistance.
- Jenny and Keith Higgs (Retirees), Shirehampton
Barbara Allen (Retiree), Stoke Bishop
It's a personal service. Richard is very easy to talk to and we felt that he cared.
- Gordon and Sandra Inglis (Retirees), Henleaze
Tony and Angela Cropper (Retirees), Henleaze
I value the convenience of the local office and being informed of my current financial situation.
- Barbara Allen (Retiree), Stoke Bishop
We have found that being advised by a local adviser on a face-to-face basis inspires us with confidence, knowing he is the one making the decisions. We are very happy with the service, it is nice to have meetings in Harold Stephens’ local office.
- Tony and Angela Cropper (Retirees), Henleaze