Posts tagged awards
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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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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