Client Stories

Living

Chris and Sass were both paying into pensions but the use of them seemed such a far off thing until Chris lost his job of 33 years.

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Options

Jennie Duffy came across HarperLees when she needed to help her elderly Aunt, a home owner to stay in her own home whilst affording the necessary care.

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Sensible

Kathy really likes the cash flow modelling we provide as a key part of our Lifestyle Financial Planning service.

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Discipline

The whole financial planning process made Pete think about what he really wanted to do.

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Freedom

Handing over the responsibility to HarperLees took away the worry of monitoring funds all the time and gave freedom to concentrate on other things.

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