Top 35 Next Generation Advisers 2019

23rd December 2019

At HarperLees, we are passionate about helping the next generation with their Financial Planning needs and ensuring that they are properly educated in all financial matters. We see that it is important that this next generation has someone to look after them and their financial planning needs for the rest of their lives. We are therefore committed to having a diverse team of experience and new ideas. You will remember that we appointed Steph McDonald as a member of the Director team last October and she has been building her own client relationships as well as taking over the reigns on some existing client relationships and she is seen as our ‘Next Generation’ Adviser. We are therefore delighted to see that Steph has been named one of the top 35 Next Generation Advisers of 2019 by New Model Adviser.

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