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Harold Stephens - Independent Financial Adviser


Your later life planning specialists

We’re a small independent financial advice firm, focused on helping retirees in later life. If you'd like a relaxed chat about how to manage your money in retirement, then we are always on hand to deliver it the good old-fashioned way - face to face.

We are here to assist you with retirement planning, investments, long-term care planning and estate planning, which includes everything from inheritance tax advice to probate and estate administration.

We have created a bespoke offering meaning you don’t need to speak to multiple companies to organise your affairs. We can offer you a ‘one-stop shop’ for all of your later life planning needs.

Home visits available in Thornbury and Chipping Sodbury area

Tel: 0117 3636 212

Web: www.haroldstephens.co.uk
E-mail:







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