Proud to be
Chartered Financial Planners
We deliver success built on a promise: that the HarperLees family will be there for you always, listening, questioning, challenging. Together, we will get the best outcomes.
Your family’s financial future in our safe hands
We provide lifestyle financial planning services to people in the South East of England and beyond. Together, we can achieve more.
We’re officially
Top Rated
We’re proud to announce that VouchedFor has named us one of their Top Rated Firms in their 2024 guide, distributed by The Times.
VouchedFor is the UK’s leading review website for financial advisers, and the Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Even better, we are a Top Rated Firm for the second consecutive year.
Who
We work with
If you’ve got a goal, we’ve got a solution. Find out more about the types of people we work with.
0%
of clients would recommend us to other people
0%
of clients believe that working with us has helped them to achieve their life and financial objectives
0%
of clients felt reassured about their investments during the Covid-19 pandemic
Meet
Our team
The HarperLees family is committed to getting the very best outcomes for our clients. Get to know the people behind the business.
Let's have a conversation
If you'd like to find out more about how we can help, simply get in touch using the form below.
