Harold Stephens enhances business with client bereavement service

clock • 1 min read

Bristol-based financial adviser Harold Stephens has launched a service for clients who have lost a loved one in collaboration with Settld, a nationwide bereavement service.

Launched earlier this year, Settld will help clients notify multiple companies of a death in one go, from banks, insurance, credit card, mobile phone, and subscription services. Richard Higgs, founder and director of Harold Stephens said: "At Harold Stephens, we deal almost exclusively with clients in later life, so bereavement is a situation which arises perhaps more often than with many other financial advisers. It's heartbreaking to hear our clients telling us they've lost a partner or family member." He added: "We are determined to do everything possible to ease the bereavement pr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read
The human question: How PE-backed firms can retain their talent

The human question: How PE-backed firms can retain their talent

'In a people business, cultural integration is key to preserving client trust, adviser continuity and value'

Andrew Houghton
clock 15 July 2026 • 4 min read
HSBC to roll out targeted support later this year

HSBC to roll out targeted support later this year

Bank has applied for its pre-application support service

Sophia Panayi
clock 14 July 2026 • 2 min read