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