News & views

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 the clients and team at HarperLees. I have met wonderful people and am proud to have helped many achieve their aspirations. I wish you all well for the future.’

We are sad to see her go but wish her all the very best in her new career.


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

About the Personal Finance Society

13th April 2017

The Personal Finance Society is the largest professional body for the financial advisory profession in the UK, with 36,690 members of which 5,287 are Chartered Financial Planners (as at October 2016). They promote the highest standards of professionalism for technical knowledge, client service, culture and ethical practice across the entire financial advice community for the

How to be a ScamSmart investor

14th March 2017

A recent study by the Financial Conduct Authority revealed the increasing risk of retirees being scammed via investment fraud. Low interest rates were cited as a key driver as investors seek higher returns Over 65s with savings in excess of £10,000 are three and a half times as likely to fall victim to investment fraud.

Welcome Aboard

6th February 2017

We are proud to welcome a new Financial Planner to the HarperLees family; Andy Langworthy joined us on 21st March and offers a wealth of knowledge and experience. Welcome to the team!

Exam Success

6th February 2017

Congratulations to Steph McDonald who has passed her exams to become a Chartered Financial Planner. We are proud to have three Chartered Financial Planners within HarperLees.

Secondary Annuity Market withdrawal

18th October 2016

Plans to allow holders of traditional guaranteed pension annuities to resell them within a new secondary market for a taxable lump sum have been cancelled. Whilst this may be disappointing news for a minority that had genuine cause to swap income for capital, this was always an optimistic rather than realistic objective. After much research and