Qualifications

Fellow of the Personal Finance Society
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Certificate Award in Pensions Update
Certificate in Mortgage Advice
AF5 – Financial Planning Process
G10 – Taxation and Trusts
G20 – Personal Investment Planning
G30 – Business Financial Planning
G60 – Pensions
G70 – Investment Portfolio Management
G80 – Long-Term Care, Life and Health Protection
K10 – Retirement Options
K20 – Pensions Investment Options

Chartered Financial Planner – Black

Fellows of the PFS

Mark MacLean

Director & Chartered Financial Planner

Contact Mark

01277 350560 07973 270772 mark@harperlees.co.uk

Qualifications

Mark

In the office

Mark brings a wealth of knowledge from a career in finance that started at Lloyds Bank in 1986. Mark left Lloyds to become an Independent Financial Adviser working for various companies including Bradford & Bingley, Broadstone and as a director at Cantab Asset Management.

He has a passion and a drive to provide advice all around lifestyle planning. With strong principles and an ethical approach, lifestyle planning is more than just about building assets.

Mark often works with people building towards, or in, retirement, and he also specialises in providing planning advice for individuals dealing with divorce.

Mark’s proudest moment as a financial planner was, after serving his ’30 year apprenticeship’ being employed, finally taking control of his destiny by becoming joint principal of HarperLees.

Mark thoroughly enjoys working with the great team at HarperLees, who genuinely believe that they can make a real difference to the lives of our clients. Mark loves the privilege of assisting clients to realise their dreams and the challenge of finding a solution to bring a better outcome for client and their families.

Mark

At home

Married to Louise with two daughters, a school governor and music lover, Mark is also an Arsenal Football Club season ticket holder and a seasoned runner, having completed several marathons and half marathons. Since 2012 he has also chaired the Essex Region of the Personal Finance Society, often organising and hosting events for members.

Important information

Mark is registered with the Financial Conduct Authority (FCA), registration number MXM00008.

The FCA requires that all financial advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake, and has completed the appropriate CPD.

You can view Mark’s SPS and entry on the FCA register below.

Statement of Professional Standing FCA Registration

In the

Spotlight

On an ideal weekend, you can find me:

At the Arsenal, seeing a band, and at a nice restaurant with the family.

My favourite holiday destination is:

Australia. We’ve had it booked for the past two years and deferred to 2022…. Maybe.

My favourite song to play in the car is:

The Slow Readers Club – Fool For Your Philosophy.

The first album I bought was:

The Police – Outlandos d’Amour.

If I could be any fictional character, I would be:

Paul Ashworth, played by Colin Firth in Fever Pitch, the film based on Nick Hornsby’s book. I have spent the last 30 years checking football fixtures before committing to family events, holidays etc. just like the character in the film.

The three qualities that draw me to new people are:

Those with a positive outlook, a smile and not taking themselves too seriously.

My pet peeve is:

Bad manners.

The three people at my dream dinner party would be:

Arsene Wenger, Kylie Minogue, and Eddie Izzard.

The best gift I've ever received is:

My two daughters, Rose and Thea.

The three small things that make my day better are:

A cuddle from Rose and Thea, sunshine, Arsenal winning.

The types of people I most enjoy working with are:

Open minded people who are prepared to be challenged, all with a common goal of seeking better outcomes for their lifetimes.

Let's have a conversation

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