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Meet the team

We are proud of the people that make up the HarperLees family. Visit our profiles to get to know us!

Mark MacLean

Director & Chartered Financial Planner

Meet Mark

Steph McDonald

Director & Chartered Financial Planner

Meet Steph

Adrian Quick

Chartered Financial Planner

Meet Adrian

Trey Vella

Chartered Financial Planner

Meet Trey

Laura Emerson

Paraplanner & Chartered Financial Planner

Meet Laura

Samuel Dougall

Business Administrator

Meet Sam

Ella Brame

Paraplanner

Meet Ella

Jess Hopkins

Paraplanner

Meet Jess

Danny Price

Client Administrator

Meet Danny

Carrie Quick

Data Management

Meet Carrie

Louise MacLean

Investment Analyst

Meet Louise

Important information

HarperLees Financial Planning is a trading name of HLSFM LTD which is Authorised and Regulated by the Financial Conduct Authority (FCA). FCA registration number: 409034.

Registered in England and Wales No: 05190721

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

 

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Contact details

01277 350560 info@harperlees.co.uk
Rays Farm Barns
Roman Road
Ingatestone
Essex CM4 9EH
HarperLees
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