Mark Maclean

Mark MacLean


Chartered Financial Planner

My career began in banking with Lloyds, before I was encouraged to become a financial adviser. After 12 years with Lloyds, I decided that if I were to continue in financial services, it had to be on an independent adviser basis. I joined Bradford & Bingley, one of few bank/building societies offering independent financial advice before moving to firms including BDO Investment Management and more recently as a Director of Cantab Asset Management.

I have chaired the Essex region of the Personal Finance Society since 2012.

What next at HarperLees?

Many financial adviser and wealth manager firms are driven by a major focus on gathering assets under management. My passion is to assist clients with lifestyle financial planning to ensure they can have the lives that they wish for, supported by a robust and focussed investment strategy.

Professional qualifications

Fellow of Personal Finance Society

Chartered Financial Planner

Resolution Accredited Divorce IFA

When not at work, I enjoy
  • Time with my wife, Louise and our two daughters.
  • Football – an Arsenal season ticket holder since 1988 with many more good times than bad.
  • Long distance running – 13 half marathons and 3 marathons to date.
  • Live music – watching bands.
My bucket list
  • To complete 1 more marathon……maybe.
  • Visit Australia again.
  • To learn to play the guitar.
  • Listen to my own advice to find that better work-life balance.
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