Client stories

Living

Chris and Sass were both paying into pensions but the use of them seemed such a far off thing until Chris lost his job of 33 years. Although he found another job, they had a fairly significant pension pot just floating around.

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Options

Jennie Duffy came across HarperLees when she needed to help her elderly Aunt, a home owner to stay in her own home whilst affording the necessary care. She approached an equity release company directly and was told she needed a financial advisory or intermediary to help.

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Sensible

Kathy really likes the cash flow modelling we provide as a key part of our Lifestyle Financial Planning service. She describes it as a very sensible approach as it helps monitors year by year spending and the effect it may have.

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Discipline

The whole financial planning process made Pete think about what he really wanted to do. He says it helped him confront himself about what he earns, what he spends and what’s left over. It’s been a really good discipline and has helped him make some key decisions.

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Freedom

Handing over the responsibility to HarperLees took away the worry of monitoring funds all the time and gave freedom to concentrate on other things.

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Reassurance

Rather than just concentrate on our pensions, Adrian undertook a thorough due diligence review of our financial circumstances…

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Release

Lucia came to us on the recommendation of her accountant and in us she says she has found a genuinely trustworthy mentor and financial expert.

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Secure

Matt came to us on the recommendation of his accountant. Matt was in the process of moving from full time employment to setting up his own IT business. Our first conversations were about a pension and key man insurance. Now Matt subscribes to our full financial planning service.

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Opportunity

Because my options were made clear by HarperLees I was able to achieve my aims. The passage of time has done nothing to change either the validity of the advice or my decisions based thereon.

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Confidence

Keith has been a client of ours for many years, through business ownership, retirement and other life changes.

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