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

[Video] BRACE Autumn Update

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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

VulnerabilityAmy Wood14 December 2022charity, vulnerability

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! We are also ecstatic to report Richard was Highly Commended in the Vulnerable Customer Champion award.

The whole team are over the moon at receiving this recognition from industry peers!

VulnerabilityAmy Wood26 September 2022awards, vulnerability

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.

VulnerabilityAmy Wood11 May 2022Harold Stephens Ltdvulnerability