Success for Harold Stephens at 2022 Just Group Vulnerable Customer Awards!

We are delighted to announce Harold Stephens have won the ‘Company of the Year - up to 5 advisers’ award in the 2022 Just Group Vulnerable Customer Awards! As a specialist later life financial planning firm, this award means the world to the whole team – every individual has become a vulnerability champion in their own right this year.

This is the second year the awards have run, but this is the first entry made by Harold Stephens after completing a large-scale vulnerability project over the last 12 months.

Richard Higgs said, “I am so proud of the team for winning this award! The energy and passion they show daily for helping our clients is extraordinary so it’s fantastic to have this recognised by industry peers. We will continue to work collaboratively with other organisations to improve outcomes for those in vulnerable circumstances, and continue to offer the best possible advice and service we can.”

Here is what the judges said:

"Training and policies are excellent, with the Director leading both of these. Strong sense of wanting to continue to improve by sharing best practice with other firms." Sally Plant

"Provided a higher number of examples of positive interventions." Chris Fitch

"Excellent examples." Jenny Cadman

We are also ecstatic to report Richard was Highly Commended in the Vulnerable Customer Champion award!  “I am thrilled to have been highly commended in the Vulnerable Customer Champion award from Just.  The main goal of my firm isn’t about profit, it’s about people for me and this recognition provides the validation that we’re doing things the right way!”

We look forward to continuing our work in this area and welcome any feedback on improvements we could make. Please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk