Harold Stephens Financial Service in Westbury on Trym, Bristol

Reviews

1. Vanessa B. ★★★★★

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

   1 year ago
2. Martin Garrett ★★★★★

   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.

   1 year ago
3. Anthony Moroney ★★★★★

   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

   almost 4 years ago

1. Richard Hardie ★★★★★

   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

   almost 5 years ago
2. Dr Richard Hardie ★★★★★

   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

   almost 5 years ago

FAQs