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Free Later Life Financial Planning Drop-In Sessions


  • St Peter's Church 17 The Drive Bristol, England, BS9 4LD United Kingdom (map)

Join us on Tuesday afternoons (see dates below) for our free later life financial planning drop-in sessions at the Later Life Hub in Henleaze. Specialising in later life financial advice, we provide guidance on a range of important topics, including:

  • Retirement income planning

  • Wills, Trusts and Lasting Powers of Attorney

  • Inheritance tax and estate planning

  • Long-term care funding

  • Investments and savings for later life

SOLLA Accredited independent financial adviser Richard Higgs will be on hand to answer your questions, offer tailored advice, signpost to later life services and help you navigate your financial future. Whether you're seeking advice for yourself or a loved one, we’re here to help.

No appointment is needed – just drop in!

Upcoming dates:

(Tuesdays 3pm - 4pm)

25th March, 1st April, 8th April, 29th April, 6th May, 13th May, 3rd June, 10th June, 17th June, 24th June, 1st July, 8th July.

For more information, please don’t hesitate to contact us by calling 0117 3636 212 or email office@haroldstephens.co.uk - or come along to the Later Life Hub on Tuesdays from 3:00 to 4:00 pm!

Later Life Hub, St Peter’s Church, 17 The Drive, Henleaze, BS9 4LD