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

PA360: Advice firms 'brush over' data integrity fundamentals

PA360: Advice firms 'brush over' data integrity fundamentals

‘Your business and your people are under attack constantly’

Isabel Baxter
clock 25 April 2024 • 1 min read
PA360: The need for a financial plan 'has never been higher'

PA360: The need for a financial plan 'has never been higher'

‘It needs to be done in a different and innovative way’

Isabel Baxter
clock 25 April 2024 • 2 min read
PA360: Potential pitfalls for advisers amid push for AI integration

PA360: Potential pitfalls for advisers amid push for AI integration

Advisers must be not be ‘deceived into believing AI can solve all problems’

Sahar Nazir
clock 25 April 2024 • 1 min read