News & views | HarperLees

News & views

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

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.