Steph McDonald


Chartered Financial Planner

I studied Business Management at Essex University whilst working at HarperLees doing scanning and officially joined the team on a permanent contract in 2008. This transitioned into an apprenticeship and my previous role as a Paraplanner.  My career moved forward again as I completed my Chartered Financial Planner exams and, as well as being a Director, I am now in the Financial Planner role. I help clients to realise their bucket lists through the financial planning journey.

HarperLees provides a great working environment and it’s one of the best places to learn due to plenty of support being offered. They are also very understanding and supportive of family life.

HarperLees is one of a relatively small number of firms providing full Lifestyle Financial Planning; encompassing a true understanding of our clients’ needs before organising the relevant financial support.

What next at HarperLees?

I’m passionate about being the best that I can be.

Professional qualifications

BSc (Hons) in Business Management
Chartered Financial Planner
Fellow of the Personal Finance Society

When not at work, I enjoy
  • Spending time with my husband Jon and our two sons Archie & Charlie
  • Karate
My bucket list
  • Many, many holidays including America, Australia and going on a safari
  • Obtaining my black belt.
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