Director & Chartered Financial Planner
In the office
After four years of training in accountancy, Adrian switched careers to become an insurance agent for Co-operative Insurance Society in 1979, moving on to Assistant Branch Manager. He joined Royal Life in 1986 and eventually became the Branch Manager in Billericay in 1992.
In 1996, Adrian founded HarperLees, initially as an IFA practitioner but transitioning into Financial Planning between 2004-2007, so that he could improve the client outcomes.
Having worked closely with a number of small business owners, Adrian’s focus gravitated towards pre-, at and post-retirement planning, underpinned with lifestyle financial planning. He also added specialist later-life planning in recognition of the increasing demand from clients for support with family members and long-term care funding.
Adrian’s proudest moment as a financial planner was celebrating the 25th anniversary of HarperLees in 2021, longevity proving it was the right decision all those years ago!
Adrian loves being a catalyst for change in people’s lives, helping them to make their dreams into real life experiences with effective financial planning. Adrian thoroughly enjoys working with both Mark and Steph and the wider team at HarperLees, all of whom share his vision for clients.
Adrian has been married to Carrie, who now also works in the business, for 43 years. They have two grown-up children and two amazing grandchildren. Adrian has been a senior practitioner of Karate Do Shotokai since 1975. He and Carrie both love gardening, spending time on landscaping and the structure of their garden to ensure it’s low maintenance as they grow older.