News & views

Marathon Success for Mark

16th April 2019

Mark followed up the recent Half Marathon, by completing the Brighton Marathon in 4 hours 55, a personal best time.

Mark raised funds to support CALM (Campaign Against Living Miserably) for the Marathon, in memory of his Cousin.

CALM is leading a movement against suicide, the single biggest killer of men under the age of 45 in the UK.

They run a free and confidential helpline and webchat for anyone who needs to talk about life’s problems and support those bereaved by suicide.

Tommy’s – Funding Research, Saving Babies Lives

25th March 2019

Mark is very happy after beating his personal best time after 9 years and 10 half marathons, to raise funds for Tommy’s. He ran the London Landmarks Half Marathon and finished in 1 hour 56. Tommy’s fund research into miscarriage, stillbirth and premature birth and provide pregnancy health information to parents. Tommy’s believe it is

Who Can Care For Me Now?

21st February 2019

There is a lot of focus on arranging Wills, which puts the right money in the right hands on your death. Good planning, but all too often there is not the same attention to preparing for the possibility that you may lose the mental and/or physical capacity to retain control of your own affairs. You

Team growth & exam success

17th December 2018

2018, a great year for us, culminating in our position as finalist for one of the Personal Finance Awards Team growth Carol May joined our paraplanning team in March. Chartered Financial Planner, Mark MacLean, joined as Director and Louise MacLean joined as Administrator to help with investment research and analysis in April. Michele Webster joined

Personal Finance Awards 2018/19

17th December 2018

HarperLees: one of four finalists for Chartered Financial Planning Firm of the Year Award We were thrilled that HarperLees was one of four finalists for the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award 2018/19, one of the most sought after awards of its kind. We were judged by a panel of

Little Havens Children’s Hospice

4th December 2018

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 this year in lieu of sending Christmas cards

Stephanie McDonald, Director

1st November 2018

Adrian and Mark are delighted that Stephanie has accepted their invitation to become a Director of HarperLees. Stephanie celebrated 10 years with the Company in August 2018, having joined as a trainee after graduating from University with a BSc in Business Studies. Now a Chartered Financial Planner and Fellow of the Personal Finance Society, which

Ruby Wedding Anniversary Celebrations!

18th October 2018

The staff and clients at HarperLees have been congratulating Adrian and Carrie Quick on their recent 40th Wedding Anniversary. Adrian and Carrie celebrated this special event on the romantic island of Ischia, off the coast of Naples.

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

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