Harold Stephens - Bristol

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For individuals and families seeking comprehensive financial consulting and financial planning services, Harold Stephens stands as a reputable and highly recommended firm. Located at 50 High St, Westbury on Trym, Bristol BS9 3DZ, United Kingdom, the practice operates with a commitment to providing personalized and expert guidance. Contact details are readily available at 1173636212, and a detailed overview of their services can be found on their website: haroldstephens.co.uk.

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About Harold Stephens

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Harold Stephens is a well-established firm specializing in assisting clients with a wide range of financial needs, including estate planning, investment management, and retirement planning. They pride themselves on building long-term relationships with their clients, founded on trust and a deep understanding of their individual circumstances. The firm's approach is characterized by clear communication, proactive advice, and a dedication to achieving client goals. A key aspect of their operations is their ability to cater to diverse needs, offering both online appointments and convenient on-site services. Clients are encouraged to schedule appointments in advance to ensure a smooth and efficient experience.

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Key Features and Services

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• Comprehensive Financial Planning: Harold Stephens develops tailored financial plans addressing various life stages and objectives.

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• Estate Planning: The firm assists clients in creating essential legal documents such as power of attorney and wills, ensuring their assets are protected and distributed according to their wishes.

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• Investment Management: They offer investment strategies designed to align with client risk tolerance and financial goals.

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• Retirement Planning: Harold Stephens provides guidance on maximizing retirement savings and income streams.

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• Accessibility: The practice is committed to inclusivity, offering wheelchair-accessible seating and a wheelchair-accessible toilet to accommodate clients with mobility needs.

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Location and Contact Information

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The firm's physical address is 50 High St, Westbury on Trym, Bristol BS9 3DZ, United Kingdom. Clients can easily reach them by phone at 1173636212. The website, haroldstephens.co.uk, provides further details about their services, team members, and contact information.

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Client Feedback and Reputation

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The positive feedback received by Harold Stephens is a testament to their dedication to client satisfaction. The company currently holds 4 reviews on Google My Business, all of which reflect a consistently high level of service. The average opinion is a remarkable 5/5, indicating that clients consistently rate their experience as excellent. Specifically, clients have praised the firm’s professionalism, politeness, and the knowledgeable staff who are always willing to answer questions and provide clear guidance. The process of arranging appointments is described as easy and efficient, and clients report feeling reassured and confident after addressing their concerns with the team. The firm’s ability to handle complex matters with patience and clarity contributes significantly to the positive client experience. Many clients have expressed gratitude for the peace of mind gained through the implementation of essential estate planning documents, such as power of attorney and wills.

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Further Recommendations

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For anyone seeking a trustworthy and experienced financial consultant, Harold Stephens is undoubtedly a worthwhile consideration. Their commitment to personalized service, combined with their expertise in key areas of financial planning, makes them a valuable resource. The firm’s dedication to accessibility further enhances their appeal, ensuring that all clients can receive the support they need. We encourage prospective clients to visit their website or contact them directly to schedule an appointment and discuss their financial goals.

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"summary": "Harold Stephens is a highly-rated financial consulting and planning firm in Bristol, UK, specializing in comprehensive financial services and estate planning, known for its professional and accessible approach.",
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👍 Reviews of Harold Stephens

Martin G.

5/5

Originally we attended a very informative open seminar ran by Harold Stephens.
This helped in our decision to use this company ,we are so glad we did.
I can highly recommend this company all the staff are professional, polite ,knowledgeable and always willing to answer queries and help guide you as required with patience and clarity.
Arranging appointments was easy and all the worries we had about the process were dealt with efficiently.
We now have peace of mind ,with power of attorney documentation and wills in place.
A Great company highly recommended.

Anthony M.

5/5

We, my wife Gene and I, saw Harold Stephens on the BS9 magazine (Bristol) while looking for a solicitor to advise on making our Wills and decided to make an appointment and met Richard Higgs who took us through and advised what was needed. He was very thorough and helpful and did not rush the answered the questions we had with clarity. We then decided to have them continue to complete the Wills and the necessary paperwork.
The Front Office Staff were also very friendly and helpful and kept us up to date during the completion process of the Wills.
We have no hesitation in recommending the Services carried out by Harold Stephens.
Gene and Tony Moroney

Dr R. H.

5/5

Richard Higgs has been my IFA for about 10 years. His charges were so much more reasonable than my previous IFA, and his advice so much more sensible, I had no hesitation in switching, and have not regretted it since. It is surprising, looking back, how my financial priorities have often had to change during that period, what with my retirement from the NHS, followed by expansion of my business, the deaths of close family members, and more recently relocation well away from Bristol. Richard and his growing team have supported and steered me through tricky decisions, and I have no doubt will continue to do so wisely

Vanessa B.

5/5

James was really helpful and gave me good advice, would highly recommend this local business