News & views

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 have the right to nominate the people that you trust to look after both your Health & Welfare and Financial & Property affairs. You can do this through the two versions of the ‘Lasting Powers of Attorney’ introduced in 2007. LPAs have a wider remit than the older Enduring Powers of Attorney.

Yes, it is a bit more paperwork (and cost, although you can do it yourself) to get the LPAs in place, but if you doubt the impact and future challenges your family face looking after you when you can’t look after yourself, I strongly recommend you read ‘Who Can Care For Me Now?’. This book was written by Elizabeth Orr, one of our clients, and Adrian was privileged to write the Foreword.

Elizabeth’s short but poignant book tells the factual story of caring for her brother Norman. The reality of the problems they faced and the lack of joined up thinking by the health and care bodies is disturbing, compounded by the lack of a Health & Welfare LPA. Their journey highlights the value of and need for families to discuss and arrange affairs to reflect, enable and support later life decisions and care.

Please, do not put this discussion off. Grab a copy of the book off Amazon (Kindle or Paperback) or call us to discuss on 01277 350560.

Here is the Amazon link…

https://www.amazon.co.uk/dp/B07J22ZSVW/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

 

 

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

Personal Finance Awards 2018/19

17th December 2018

HarperLees: one of four finalists for Chartered Financial Planning Firm of the Year Award We were thrilled that HarperLees was one of four finalists for the Personal Finance Society’s Chartered Financial Planning Firm of the Year Award 2018/19, one of the most sought after awards of its kind. We were judged by a panel of

Little Havens Children’s Hospice

4th December 2018

Merry Christmas and a Happy New Year with Best Wishes from all at HarperLees We have made a donation to our chosen charity, Little Havens Children’s Hospice this year in lieu of sending Christmas cards

Stephanie McDonald, Director

1st November 2018

Adrian and Mark are delighted that Stephanie has accepted their invitation to become a Director of HarperLees. Stephanie celebrated 10 years with the Company in August 2018, having joined as a trainee after graduating from University with a BSc in Business Studies. Now a Chartered Financial Planner and Fellow of the Personal Finance Society, which

Ruby Wedding Anniversary Celebrations!

18th October 2018

The staff and clients at HarperLees have been congratulating Adrian and Carrie Quick on their recent 40th Wedding Anniversary. Adrian and Carrie celebrated this special event on the romantic island of Ischia, off the coast of Naples.

Chartered Financial Planning Firm of the Year Finalist

26th September 2018

We are very proud to announce that HarperLees is a finalist in the prestigious Personal Finance Society’s ‘Chartered Financial Planning Firm of the Year 2018’. The winner will be announced at the Personal Finance Society Awards Dinner on 22 November to the firm judged to demonstrate the highest commitment to professionalism: through the qualification and

The Power of Financial Planning

22nd August 2018

Our picture shows Adrian Quick chairing a POWER Live Financial Planning day for Personal Finance Society members. Presentations were given by leading financial planning practitioners, all passionate about sharing financial planning techniques, skills and processes with fellow financial planning practitioners and advisers. It was the first of a programme of Personal Finance Society financial planning

Birkett’s Race4Business

29th June 2018

Congratulations to Andy, Laura, Dee, Mark & Steph who took part on the Birkett’s Race4Business on 21 June. Everyone completed the 5K race in under 60 minutes – a job well done!

10 Year Anniversary

29th June 2018

Congratulations to Steph on completing her 10th year of service with HarperLees. We are proud to announce that Steph has now successfully transitioned from Paraplanner to Financial Planner – well done!