News & views

Chartered Financial Planning Firm of the Year Finalist

26th September 2018

We are very proud to announce that HarperLees is a finalist in the prestigious Personal Finance Society’s ‘Chartered Financial Planning Firm of the Year 2018’.

The winner will be announced at the Personal Finance Society Awards Dinner on 22 November to the firm judged to demonstrate the highest commitment to professionalism:

  • through the qualification and development of its people;
  • a highly professional and ethical culture;
  • and a strong commitment to customer care.

To make it into the last three firms in the UK has been a huge achievement and we look forward to the winners announcement.

The Power of Financial Planning

22nd August 2018

Our picture shows Adrian Quick chairing a POWER Live Financial Planning day for Personal Finance Society members. Presentations were given by leading financial planning practitioners, all passionate about sharing financial planning techniques, skills and processes with fellow financial planning practitioners and advisers. It was the first of a programme of Personal Finance Society financial planning

Birkett’s Race4Business

29th June 2018

Congratulations to Andy, Laura, Dee, Mark & Steph who took part on the Birkett’s Race4Business on 21 June. Everyone completed the 5K race in under 60 minutes – a job well done!

10 Year Anniversary

29th June 2018

Congratulations to Steph on completing her 10th year of service with HarperLees. We are proud to announce that Steph has now successfully transitioned from Paraplanner to Financial Planner – well done!

It’s a Marathon!

29th June 2018

Congratulations to Andy who completed his first marathon on 15 April. We’re very proud of his achievement, 26.2 miles ran for the Cancer Research Charity

A Warm Welcome to Mark MacLean!

28th March 2018

We are very proud to welcome a new Chartered Financial Planner to the HarperLees family; Mark MacLean joins us on 9th April and offers a wealth of knowledge and experience.

Welcome to the team!

28th March 2018

We are pleased to welcome Carol May to our team. Carol joins us as a Paraplanner – welcome to the team!

Good Luck

22nd March 2018

After 10 years’ service, Charlotte Quinn has decided to hang up her office shoes and focus on her family and passion of all things equine. She recently completed her Masters’ Degree in Veterinary Physiotherapy and will now be utilising her qualifications and practice with equine and canine patients. Charlotte says ‘I would like to thank

Congratulations!

11th December 2017

Congratulations to Steph McDonald who has now achieved Fellow of the PFS status and to Andy Langworthy who has passed his exams to become a Chartered Financial Planner. We are proud to have four Chartered Financial Planners within HarperLees.

Merry Christmas!

7th December 2017

Merry Christmas and a Happy New Year with best wishes from all at HarperLees We have made a donation to our chosen Charity, Little Havens Children’s Hospice in lieu of sending Christmas cards