Our History

1979 Adrian Quick

1st April 1979

After initial training in accountancy, Adrian begins a career in financial services

1986 Adrian Quick

10th August 1986

7 years later Adrian is part of a team that sets up a new branch for Royal Life in Essex, becoming the Branch Manager in 1996

1996 Harper Lees

10th May 1996

1996 Harper Lees

Adrian establishes his own independent financial advice firm. No, the name is not a reference to the author…

2000 Merger

1st January 2000

2000 Merger

Harper Lees and Sanders Financial Management merge to create HLS Financial Management and moves into Ingatestone

2012 Rebrand

1st January 2012

2012 Rebrand

HLS Financial Planning emerges to reflect the move beyond traditional financial advice, emphasising the focus on long term financial planning for clients, their families and businesses

2013 Adrian Quick

1st August 2013

Adrian takes on full control of HLS Financial Planning

2016 HarperLees Recreated

1st September 2016

2016 HarperLees Recreated

The financial planning journey continues, building on the values Adrian created at outset in 1996

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