Harold Stephens - Bristol

Harold Stephens - Financial Consultant

Harold Stephens is a highly reputable financial consultant located at 50 High St, Westbury on Trym, Bristol BS9 3DZ, United Kingdom. With a phone number of 1173636212, and a website at haroldstephens.co.uk, Harold Stephens offers top-notch financial services to clients in the area.

Specialties: Harold Stephens specializes in providing expert financial advice and guidance to his clients. His areas of expertise include retirement planning, estate planning, tax planning, and investment management.

Other points of interest: Harold Stephens is committed to providing a convenient and accessible service to his clients. He offers online appointments, on-site services, and his office is wheelchair accessible. Additionally, there are wheelchair-accessible facilities available, including a toilet, ensuring that all clients can comfortably access his services.

Opinions: This company has received 3 reviews on Google My Business, all of which are highly positive. Clients praise Harold Stephens for his professional, polite, and knowledgeable staff. Reviewers also note that the appointments were easy to arrange and that any concerns they had were dealt with efficiently. Clients now feel at ease with their financial planning, having obtained power of attorney documentation and wills through Harold Stephens' services. Overall, the average opinion rating is 5/5, reflecting the high level of satisfaction among clients.

With a focus on personalized service and expertise, Harold Stephens is the go-to financial consultant for those seeking reliable and comprehensive financial guidance. His commitment to client satisfaction is evident in the positive feedback he has received and the professional reputation he has built. Whether you need help with retirement planning, estate planning, tax planning, or investment management, Harold Stephens and his team are well-equipped to assist you in achieving your financial goals.

Address: 50 High St, Westbury on Trym, Bristol BS9 3DZ, United Kingdom

Phone: 1173636212

Website: haroldstephens.co.uk

👍 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