Chartered Financial Planners
HarperLees was originally established in 1996 by Adrian Quick.
From Ingatestone in Essex, our team provides Lifestyle Financial Planning, guidance and advice to both individuals and companies. Our goal is to make a difference, being a catalyst for a better life. We aim to create a long-term relationship with you so that we can fully understand your needs, wants and aspirations through your current and future life stages. By prioritising your lifestyle objectives we can help find the right strategy and underlying financial solution for you whether it’s family security, investment, pension and retirement planning or later life care and inheritance tax planning.
Each step of our financial planning process is designed to help you build trust in us as financial partners to you, your family and your business.
Whether you need help with the big financial planning picture or just one aspect of it, we are very happy to meet with you to discuss your needs.
We are Chartered Financial Planners and as such hold the highest qualification level in our industry. This is the gold standard issued by the Chartered Institute of Insurance (CII) for the financial planning profession. It is reserved for individuals and companies that can demonstrate pre-eminence, stability and permanence in their field.
As a Chartered body of more than a century’s standing the CII grants Chartered titles to individuals and organisations who meet strict qualifying criteria. The suite of qualifications necessary to receive Chartered status is roughly equivalent to earning an honours degree. Practitioners must also have a minimum of five years’ relevant professional experience and commit to continual annual professional development to ensure knowledge is up to date with the latest legislative, regulatory and technical developments.
Our Chartered status is important to our firm and each team member. It is part of our ongoing commitment to Continuous Professional Development. It gives external recognition that we can deliver a very high level of service excellence and knowledge to those who have chosen to be our clients.