Stephen Bacon
Financial Adviser
With over 15 years of experience in the HL financial advice team, I’m a chartered financial planner who's focused on helping my clients achieve their goals. My expertise lies in retirement planning, investment advice, long-term care planning, and estate planning.
With over 15 years of experience in the HL financial advice team, I’m a chartered financial planner who's focused on helping my clients achieve their goals. My expertise lies in retirement planning, investment advice, long-term care planning, and estate planning.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
Region and method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region & method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
My financial planning approach is designed to truly understand your unique goals and aspirations. By delving into what matters most to you, I can offer insightful guidance and explore various options that align with your personal views. It’s about crafting a personalised roadmap that feels right for you.
My aim is to provide you with a comprehensive, flexible plan that adapts to your evolving needs, implementing strategies that keep you on track and support you in achieving your goals.
We want to thank you for all your work over the past months as we've reviewed our finances. Thank you for your thoroughness as you've listened and guided us through the process and shown us the options. The new approach recommended is a better and more comfortable fit for our circumstances. We are very happy. You've done a great job! Thank you
Mr Archer
The professionalism in which this process has been managed and conducted is a credit to yourself and the company. I am confident I made a good decision in choosing HL for my pension transfer and ongoing SIPP investment. It has been a pleasure working with you throughout this project.
Mr Pitman
Personal interests
I am married with two young children and in my spare time I enjoy socialising, listening to music and watching football. I also love to travel and explore new places.