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.


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.

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.


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

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