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

Director and Chartered Financial Planner, Richard Higgs said, ‘I am thrilled our small local firm in Westbury on Trym has been shortlisted for these three national awards. It’s another sign that we’re doing things the right way, always client focussed and striving to go the extra mile in the local community. The whole team had some involvement in the lengthy submission process and I’m proud we have been recognised as leaders in these categories. We would also like to congratulate the other shortlisted organisations!’

The awards ceremony will tae place in April so we look forward to updating you with more good news if we are successful.