Dee Taylor

PA / Business Administrator

I joined HarperLees in August 2015. I previously worked for a back-office administration company and before that a traditional Financial Advisers. At HarperLees I’m responsible for the day-to-day running of the non-client aspects of the business and I am Adrian and Mark’s Personal Assistant.

Adrian and Mark provide the opportunity for everyone to grow both individually and as part of the team. They create a great working morale and are passionate about Lifestyle Financial Planning. Each member of the team has a unique skill-set which is utilised well to provide the best client outcomes.

What next at HarperLees?

Progression within my role and continuing to help build a strong team.

Professional qualifications
  • Level 3 Diploma in Business Administration
  • CISI Investment Operations Certificate
  • Gymnastics Coach and Regional Judge
When not at work, I enjoy
  • Family, spending time with my husband Adam and my two Step-Children Kayleb & Jade
  • Spending time with loved ones.
What’s on your bucket list?
  • To travel more
Contact HarperLees