• Level 3 Diploma in Business Administration
  • CISI Investment Operations Certificate
  • R01 – Financial Services, Regulation & Ethics
  • R05 – Financial Protection

Dee Taylor


Contact Dee



In the office

Dee joined HarperLees in August 2015. She previously worked for a back-office administration company and, before that, traditional financial advisers.

At HarperLees she works closely with our clients and Financial Planners to create Lifestyle Financial Plans using cashflow modelling, as well as researching products and preparing recommendation reports.


At home

When not at work, Dee enjoys spending time with her husband Adam and their two children.

She has a very keen eye for interior design and has recently joined the gym which she’s really enjoying.

In the


On an ideal weekend, you can find me:

Binge-watching a Netflix series

My favourite holiday destination is:


If I could be any fictional character, I would be:

Snow White with 7 little helpers

If I could turn any activity into an Olympic sport, I would win a medal in:

Organisation, I’d win every time 😊

When the dessert menu arrives, I’m looking for:

Ice cream, and lots of it!

The best gift I’ve ever received is:

Honestly? A tumble dryer! 😊 But, anything that my husband Adam buys me (which includes the tumble dryer!)