Your family’s financial future in our safe hands

We provide lifestyle financial planning services to people in the South East of England and beyond. Together, we can achieve more.

Who we are
Proud to be

Chartered Financial Planners

We deliver success built on a promise: that the HarperLees family will be there for you always, listening, questioning, challenging. Together, we will get the best outcomes.

Why choose us
We’re officially

Top Rated

We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed by The Times.

VouchedFor is the UK’s leading review website for financial advisers, and the Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Even better, we are a Top Rated Firm for the second consecutive year.


of clients would recommend us to other people


of clients believe that working with us has helped them to achieve their life and financial objectives


of clients felt reassured about their investments during the Covid-19 pandemic


Our clients

Don’t just take our word for it. Hear some of our clients tell their stories and hear the impact financial planning has had on their lives.


Our team

The HarperLees family is committed to getting the very best outcomes for our clients. Get to know the people behind the business.

View all

Mark MacLean

Director & Chartered Financial Planner

Meet Mark

Steph McDonald

Director & Chartered Financial Planner

Meet Steph

Adrian Quick

Director & Chartered Financial Planner

Meet Adrian

Trey Vella

Financial Planner

Meet Trey

Laura Emerson

Paraplanner & Chartered Financial Planner

Meet Laura

Sasha Wakefield

Paraplanner & Chartered Financial Planner

Meet Sasha

Tom Playle


Meet Tom

Dee Taylor


Meet Dee

Bradley Rayner

Client Administrator

Meet Bradley

Carrie Quick

Data Management

Meet Carrie

Louise MacLean

Investment Analyst

Meet Louise