We used to manage our personal portfolio and pensions ourselves but as we grew older and the value increased we decided it was too big a risk not to ask for some professional advice.
Handing over the responsibility to HarperLees has taken away the worry of monitoring funds all the time and given us the freedom to concentrate on other things. Adrian very quickly gained our trust and showed genuine interest in learning about us and our family.
More recently, we have had to look at funding care for one of our parents, knowing it may need to last for several decades. Adrian helped us analyse all the options and helped explain them clearly to the rest of the family at what was a very emotional time. We would never have known all the possibilities open to us, had we not involved Adrian and HarperLees. Now we have great peace of mind that care is in place for as long as it is needed and there is no need to move out of the home that is known and loved.
Howard & Sue Barker