News & views

Team growth & exam success

17th December 2018

HarperLees Team

Adrian Quick, Steph McDonald, Louise MacLean, Laura Emerson, Mark MacLean, Andy Langworthy, Carrie Quick, Tom Playle-Hull, Dee Taylor and Carol May

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 Financail Planner, Mark MacLean, joined as Director and Louise MacLean joined as Administrator to help with investment research and anlysis in April. Michele Webster joined as ParaPlanner working with Mark in September.

Exam success

Dee Taylor completed her apprenticeship achieving a BTEC (Business and Technology Education Council) Level 3 Extended Diploma in Business Administration. Tom Playle-Hull moved from apprectice to Paraplanner and has achieved three qualifications of six towards his Diploma in Financial Planning which is awarded by the Chartered Institute of Insurance and the Personal Finance Society. Carol May has begun her journey towards the Diploma in Financial Planning achieving the first of the six qualifications.

Laura Emerson has achieved two papers towards becoming a Chartered Financial Planner and has two more to go. Andy Langworthy achieved Chartered Financial Planner status and is now working towards Fellowship of the Personal Finance Society. Adrian Quick, Mark MacLean and Steph McDonald all hold Chartered Financial Planner status and Fellowships representing gold standard in the financial planning profession; contributing to our Chartered Financial Planning Firm status.

Promotion

After 10 years with HarperLees, Steph McDonald became a Director in November joining Adrian Quick and Mark MacLean as Directors.

Personal celebration

Adrian and Carrie Quick celebrated their 40th wedding anniversary.

All tremendous achievements which we are very happy to celebrate as 2018 comes to a close.

 

 

 

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 had to submit a written paper

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

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