I first came across Adrian Quick in the early 1990s when my husband and I were running a business. In these early days it was about financial products: life insurance, critical illness cover and then pensions.
Now it’s about the full financial planning service. I really like the cash flow modelling. It’s a very sensible approach and monitors year by year spending and the effect it may have on future financial outcomes.
HarperLees has always given good advice and support through personal good and some not-so-good times.