Adrian Quick

After four years of training in accountancy, Adrian switched careers to become an insurance agent for Co-operative Insurance Society in 1979, moving on to Assistant Branch Manager. He joined Royal Life in 1986 and eventually became the Branch Manager in Billericay in 1992.

In 1996, Adrian founded HarperLees, initially as an IFA practitioner but transitioning into Financial Planning between 2004-2007, so that he could improve the client outcomes.

Having worked closely with a number of small business owners, Adrian’s focus gravitated towards pre-, at and post-retirement planning, underpinned with lifestyle financial planning. He also added  specialist later-life planning in recognition of the increasing demand from clients for support with family members and long-term care funding.

Adrian’s proudest moment as a financial planner was celebrating the 25th anniversary of HarperLees in 2021, longevity proving it was the right decision all those years ago!

Adrian is now following the advice he has been giving to clients for many years now and has retired as a Financial Planner and Director from HarperLees.  In between his numerous and well-deserved holidays, he remains a Business Consultant.

Adrian still has an interest in ensuring that that there is support available for family members and long term care funding and is therefore a member of the Advisory Board for the Society of Later Life Advisers (SOLLA).

Adrian has been married to Carrie, who now also works in the business, for 46 years. They have two grown-up children and two amazing grandchildren. Adrian has been a senior practitioner of Karate Do Shotokai since 1975.  He and Carrie both love gardening, spending time on landscaping and the structure of their garden to ensure it’s low maintenance as they grow older.