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

The five-minute complaint and the five-day investigation

The five-minute complaint and the five-day investigation

GSI Group CEO on complaints, AI and the latest set of FOS reforms

Mark Buck
clock 12 August 2026 • 5 min read
Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin: The advice gap - an embarrassment of riches?

Andrew Goodwin
clock 12 August 2026 • 4 min read
New Talent Alliance launches financial advice careers guide

New Talent Alliance launches financial advice careers guide

Designed to attract new entrants into the profession

Sophia Panayi
clock 11 August 2026 • 2 min read