About us

We are a friendly, approachable and professional team, committed to enriching the lives of our clients. Find out more about what we do.
Lifestyle financial planning

For a brighter future

HarperLees was originally established in 1996 by Adrian Quick. From Ingatestone in Essex, our team works with both individuals and companies, with the aim of making a difference and being a catalyst for a better life.

Whichever life stage you’re in, knowing how much money you need to maintain your lifestyle throughout is crucial to you feeling comfortable and in control. By prioritising you and your objectives, we take the guesswork out of what tomorrow looks like – so you can go forward with confidence, knowing your financial strategy is there to support you.

Your

Financial partners

We build long-term relationships with our clients, allowing us to fully understand their needs, wants and aspirations. 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 can support you through it all.

Meet

Our team

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

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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

Tom Playle

Paraplanner

Meet Tom

Dee Taylor

PA / Business Administrator

Meet Dee

Carrie Quick

Data Management

Meet Carrie

Louise MacLean

Investment Analyst

Meet Louise