Peter and Nicky (Retirees), Westbury on Trym

When we retired we realised that we needed help to plan our finances in retirement and ensure that we had thought about all we should consider as we embarked on the next stage of life together. We chanced upon Richard and the Harold Stephens team and were very fortunate to do so. They provide a friendly, professional service in a homely environment in the heart of Westbury.

It is good to deal with people who not only know their business, but also know us and take a genuine interest in our lives and changing circumstances. We are always given a very warm welcome (and a cup of coffee!) and feel that Richard and his team care about us by providing no pressure advice and the time to chat things through.There are so many uncertainties in life and in financial matters - we find it so reassuring to work with a small, personal team rather than a large, faceless organisation. 

Peter and Nicky (Retirees) Westbury on Trym