Chartered Status

Chartered Financial Planners

HarperLees was originally established in 1996 by Adrian Quick.

From Ingatestone in Essex, our team provides Lifestyle Financial Planning, guidance and advice to both individuals and companies. Our goal is to make a difference, being a catalyst for a better life. We aim to create a long-term relationship with you so that we can fully understand your needs, wants and aspirations through your current and future life stages. By prioritising your lifestyle objectives we can help find the right strategy and underlying financial solution for you whether it’s family security, investment, pension and retirement planning or later life care and inheritance tax planning.

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 are very happy to meet with you to discuss your needs.

Being Chartered


HarperLees is proud to be a Chartered Financial Planning firm, and that all our financial planners are Chartered Financial Planners. This gold standard is granted under Royal Charter by the Chartered Insurance Institute (CII).

As individuals, the strict qualifying criteria requires:

  • Passing a suite of examinations at a standard equivalent to an honour’s degree.
  • A dedication to the role for a minimum of 5 years.
  • A commitment to continuing professional development to maintain knowledge of the latest legislative, regulatory and technical developments.

As a firm, we are additionally assess as having in place:

  • Core values, business practices and a diversity and inclusion policy that aligns with the CII’s Code of Ethics.
  • An appropriate professional development programme for our team.

The steps that HarperLees has taken to secure this Royal Charter accreditation evidences our dedication and passion to ensure that we strive to make a difference to our client’s lives. You can therefore rest assured that your best interests are at the heart of everything we do.

You can have confidence in HarperLees to manage to your financial planning needs and trust that we will always tell you the truth about your money and the possibilities it holds.

Contact HarperLees