Harold Stephens Shortlisted For 3 Professional Adviser Awards

We are thrilled to have been shortlisted in three categories in the upcoming Professional Adviser Awards!

As well as being shortlisted for ‘Adviser Firm of the Year for South West and Wales’, we are also in two national categories, ‘Best Adviser Firm for Vulnerable Client Care’ and ‘Best Consumer Duty Initiative.’

We are espeically pleased to have been recognised again for our efforts in providing the very best vulnerable client care and also for the work the team put in to the Consumer Duty rules brought in by the Financial Conduct Authority last year. Quality of service is so important to us and our clients and it is encouraging to be shortlisted for national awards which confirms our innovation and approach, especially concerning vulnerable client care, are outstanding.

The award winners will be announced on Wednesday 20th March so we will keep you posted!

Many congratulations to all firms shortlisted in the categories - it’s great to see so many from across the country excelling in various areas.