Harold Stephens
Harold Stephens is an independent financial advisory firm based in Bristol, specialising in later life financial planning and estate management. The firm provides face-to-face, personalised advice to assist clients with financial decisions in their later years.
- Estate Planning
- Investment Management
- Inheritance Tax Advice
- Long-Term Care Planning
- Wills and Power of Attorney
- Pensions & Retirement Planning
Locations
Digital Popularity
Popularity over time
Available on
Competitors
Absolute Wealth Management is an independent financial advisory firm based in Westbury Park, Bristol, providing expert advice on savings, pensions, and investments.
Frazer James is an award-winning independent financial adviser based in Bristol, specialising in financial planning and wealth management for successful professionals and business owners.
Churchill Wealth Management is a team of highly qualified Independent Financial Advisers (IFAs) based in Clifton, Bristol, providing tailored financial planning and investment management services to clients across the UK.
Company Details
Harold Stephens is operated by Harold Stephens Ltd and is a Active company incorporated on 20 April 2011 with the registered office located in Bristol, Bristol. Harold Stephens Ltd was registered 14 years ago.
Status
Active
Size
Micro
Directors
2
Age
14 years old
Employees
9
Turnover
Unreported
Total Assets
£518.21K
Cash in Bank
£488.94K
Total Liabilities
-£53.4K
Teams
4
Marketing Manager • Joined May 2019
Compliance Manager • Joined Feb 2019
Paraplanner • Joined May 2023
Chartered Financial Planner • Joined Jan 2011