Harold Stephens Wins Two National Awards For Vulnerable Client Care

We are delighted to announce Harold Stephens has been awarded the ‘Company of the Year – up to 5 advisers’ in the Just Group Vulnerable Customer Award for 2023 after also winning it in 2022. Amy Wood, responsible for Community Engagement, has won the ‘Vulnerable Customer Champion’ award this year.

These national awards, voted for by peers in the industry, recognise outstanding progress within individual firms in helping people in vulnerable circumstances. For a firm with a small but passionate team, this is a huge achievement.

Community, VulnerabilityAmy Wood6 November 2023awards, vulnerability

Annual Charity Lawn Bowls Afternoon

On Wednesday 13th September, 28 people gathered to take part in our annual Charity Lawn Bowls Afternoon to raise money for St Peter’s Hospice.

We were thrilled to raise £257 for St Peter’s Hospice on the day and would like to thank everyone for their generosity!

The money is going to a fantastic cause and will enable the Hospice to continue their vital work both at the Hospice and within the community.

Charity news, CommunityAmy Wood19 September 2023charity

BRACE Dementia Research 1987 Foundation Event

One of the benefits of being part of the 1987 Foundation is the annual 'get-together'. This month, we were delighted to sponsor a tour around the University of Bristol Botanic Garden followed by a cream tea for the supporters of BRACE. As a fairly new Trustee, Richard was thrilled to meet so many long-term supporters of the charity.

Discover how charitable giving provides an opportunity to make a positive impact on society while potentially benefiting your loved ones by reducing the tax burden on your estate.

Inheritance Tax, Community, Charity newsAmy Wood24 May 2023charity, inheritance tax, events

BRISTOL u3a: ‘LEARN , LAUGH, LIVE’

u3a is a UK-wide movement of locally run groups for people who are no longer in full-time work but want to continue to pursue their educational, social and creative interests in a friendly and informal environment.

Read on to find out what Bristol u3a could offer you!

CommunityAmy Wood17 April 2023u3a, community

Richard Higgs Records Technical Connection Podcast

On 20th March 2023, Richard joined Eddie Grant, of Technical Connection to record a podcast about our mission to make Bristol the best later life community in the UK.

Technical Connection is a popular independent technical resource for financial planning and Eddie regularly interviews people about interesting topics within financial planning.

You can listen and/or download the podcast episode here.

CommunityAmy Wood6 April 2023community