Posts in Vulnerability
Harold Stephens Wins Two National Awards For Vulnerable Client Care
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.

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Community, VulnerabilityAmy Woodawards, vulnerability
Harold Stephens shortlisted for three Professional Adviser Awards

We are delighted to announce Harold Stephens has been shortlisted for three Professional Adviser Awards! Now in their 18th year, the 2023 awards received a record number of entries which have been judged by an independent panel of industry experts.

We were shortlisted for all three awards we entered:

  • Adviser Firm of the Year – South West and Wales

  • Best Adviser Website

  • Best Adviser Firm for Vulnerable Client Care

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VulnerabilityAmy Woodawards
[Video] BRACE Autumn Update

Click title for video

An update on what BRACE Alzheimer's Research charity have been working on this autumn. We loved attending the Together 4 Dementia Conference and can't wait to attend more BRACE events!

We are passionate about helping people living with dementia and their families. If you need help with financial planning, be assured we have extensive experience and the training required to give you clarity and confidence to make the right decisions for your circumstances.

We are all Dementia Friends and also recently won a national award for helping clients in vulnerable circumstances. For a relaxed, no obligation chat, please don't hesitate to give SOLLA Accredited adviser Richard Higgs a call on 0117 3636 212 or email office@haroldstephens.co.uk

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VulnerabilityAmy Woodcharity, vulnerability
Richard Higgs gains SOLLA Accreditation

We are delighted to announce Richard Higgs, Chartered Financial Adviser has achieved the SOLLA Later Life Accreditation, the gold standard for advice in the Later Life market.

The Society of Later Life Advisers (SOLLA) was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. SOLLA helps people find trusted accredited financial advisers who specialise in the financial needs of older people.

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Long Term Care, Retirement, Trusts, VulnerabilityAmy WoodSOLLA
Enduring Power of Attorney (EPA) vs Lasting Power of Attorney (LPA)

A power of attorney is a document by which one person (the “donor”) gives another person (the “attorney”) the power to act on their behalf and in their name.

Lasting Powers of Attorney (LPAs) were introduced in 2007 by the Mental Capacity Act and replaced the old system of enduring powers of attorney (EPAs). Like the EPA, the LPA remains effective after the donor loses mental capacity. There are a few very important differences between the two.

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Vulnerability, Investments, Long Term CareVictoria VyceLPA, EPA, lasting power of attorney
Taking Vulnerability Serioulsy

Vulnerability can come in a range of guises, and can be temporary, sporadic or permanent in nature. A vulnerable consumer is someone who, due to their personal circumstances, is especially susceptible to detriment, particularly when a firm is not acting with appropriate levels of care.

We take this very seriously. Please read on to find out what steps we have taken to ensure vulnerable people are provided with the best service possible from the team at Harold Stephens.

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VulnerabilityAmy WoodHarold Stephens Ltdvulnerability