News & views

Merry Christmas

23rd December 2019

We would like to wish you and your families a Merry Christmas and a Happy New Year with best wishes from all at HarperLees. In lieu of sending Christmas Cards, we have made a donation to our chosen charity, Little Havens Children’s Hospice this year.


We are giving all staff a break over Christmas to spend time with their families and therefore the office will be closed for the festive period from 2pm on 23 December 2019, reopening at 9am on 06 January 2020.


Chartered Firm of the Year Awards 2019

23rd December 2019

We are honoured to announce that HarperLees were shortlisted for the Chartered Firm of the Year Award for the second consecutive year. We were one of 3 finalists from 700+ firms across the country. The Personal Finance Awards exist to acknowledge the commitment to professionalism that all members demonstrate and their contribution to the profession,

Exam success

23rd December 2019

We do like an exam or two at HarperLees and encourage all staff to work their way through the various qualifications. The exams are tough and we couldn’t be prouder of each member of the team when they achieve that well-earned pass mark. This year we have seen the following successes:   Laura Emerson, who

Top 35 Next Generation Advisers 2019

23rd December 2019

At HarperLees, we are passionate about helping the next generation with their Financial Planning needs and ensuring that they are properly educated in all financial matters. We see that it is important that this next generation has someone to look after them and their financial planning needs for the rest of their lives. We are

The Personal Finance Society Conference: Futureproof, Birmingham 2019

23rd December 2019

As part of our commitment to our profession and the need to continually keep up to date and improve knowledge and skills, we attend lots of different seminars and conferences over the year; the largest of which is the annual conference for the Personal Finance Society. This year, the conference had 30+ speakers and 2000+

Caring for someone who is critically ill in the UK

28th October 2019

The book, ‘Who can care for me now?’, is our client Elizabeth Orr’s moving story about her brother Norman who was subjected to so much suffering in the last months of his life. Amongst many other important things, Elizabeth highlights the importance of everyone having Lasting Power of Attorneys (LPAs) in place: LPA Property &

Marathon Success for Mark

16th April 2019

Mark followed up the recent Half Marathon, by completing the Brighton Marathon in 4 hours 55, a personal best time. Mark raised funds to support CALM (Campaign Against Living Miserably) for the Marathon, in memory of his Cousin. CALM is leading a movement against suicide, the single biggest killer of men under the age of

Tommy’s – Funding Research, Saving Babies Lives

25th March 2019

Mark is very happy after beating his personal best time after 9 years and 10 half marathons, to raise funds for Tommy’s. He ran the London Landmarks Half Marathon and finished in 1 hour 56. Tommy’s fund research into miscarriage, stillbirth and premature birth and provide pregnancy health information to parents. Tommy’s believe it is

Who Can Care For Me Now?

21st February 2019

There is a lot of focus on arranging Wills, which puts the right money in the right hands on your death. Good planning, but all too often there is not the same attention to preparing for the possibility that you may lose the mental and/or physical capacity to retain control of your own affairs. You

Team growth & exam success

17th December 2018

2018, a great year for us, culminating in our position as finalist for one of the Personal Finance Awards Team growth Carol May joined our paraplanning team in March. Chartered Financial Planner, Mark MacLean, joined as Director and Louise MacLean joined as Administrator to help with investment research and analysis in April. Michele Webster joined