Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 2 )

Pensions ( 39 )

Equity Release ( 6 )

Retirement income (annuities, drawdown) ( 38 )

Investments and Savings ( 40 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 37 )

Long Term Care ( 15 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 54 )

Financial Mentoring ( 18 )

Financial Coaching ( 7 )

Reviewers' assets

£500k+ ( 19 )

£200k - £500k ( 13 )

£100k - £200k ( 4 )

£50k - 100k ( 3 )

( 2 )

Up to £50k ( 2 )

Client reviews

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Leicestershire

What were the circumstances that caused you to initially look for an adviser?

Financial planning for next ten years / towards retirement including using house sale proceeds post-divorce.

How has Adrian Quick helped you?

Adrian understood my ambitions and concerns from the start. I was at ease and learning right away. I am not used to dealing with finances at all but Adrian explained everything so clearly, and his advice has led me to create a bright future with comfortable retirement, I would otherwise have never been able to achieve.

Have you seen the outcome you were hoping for?

Yes - I ended up in an even better financial position that I could have imagined.

What could they have done better?

Cannot think of anything!

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I'd been in Financial Services over 4 decades, though the majority was in compliance and managing others. Adrian is my brother-in-law, We often discussed business including how and why he used cashflow modelling. I relied on my own knowledge and decision making for retirement, but was unsure whether my pension savings would be sufficient to retire earlier than 65.

How has Adrian Quick helped you?

Adrian offered to review my retirement provision. Following a full review of our situation, short, medium and long term needs, he used cashflow modelling to show how I could retire immediately.

Have you seen the outcome you were hoping for?

Indeed. In conjunction with regular reviews, which included meeting our designated contact at Quilter we've been kept up to date with my pension savings performance against market changes and any changes in needs and objectives.

What could they have done better?

Nothing.

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Safeguarding my financial future into retirement and my long term welfare.

How has Adrian Quick helped you?

By taking a personal interest in employee and Director pension and investment welfare (when I was running my business). Excellent timely advice on funds movement at critical economic times.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Completely satisfied with the service provided

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Poor understanding of finances

How has Adrian Quick helped you?

Explanation and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Value

Advice

Service

Based in London

What were the circumstances that caused you to initially look for an adviser?

Needed advice on pension and subsequently on investments

How has Adrian Quick helped you?

Available, advice always relevant and helpful. Also reassuring

Have you seen the outcome you were hoping for?

Largely yes

What could they have done better?

Very little

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Introduced by friends

How has Adrian Quick helped you?

Provided financial support for many years and then also emotional support and advice following the death of my husband.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Shropshire

What were the circumstances that caused you to initially look for an adviser?

Could not do it myself

How has Adrian Quick helped you?

All financial aspects

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension advice and future financial guidance

How has Adrian Quick helped you?

Reliable. Considerate and caring and respectful of my personal circumstances.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To have a financial plan for savings and investments

How has Adrian Quick helped you?

Yes very knowledgable and clear and concise advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Adrian

I found our meeting very informative and I would recommend anyone planning financial future care for an older relative to seek his advice.

Adrian's reply

Hi Carole, Thank you for your feedback to our exploratory meeting. I look forward to further discussion once you have addressed the current priority issues that need clarification with the third party professional we have recommended, before we can offer the advice sought. Regards, Adrian

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Adrian

Professional, knowledgeable, polite

Adrian's reply

Hi Lutz, Pleasure to met you and Anoush yesterday. Fingers crossed that the potential solution we identified for you works, and that you do not need to engage us for the alternative. Regards, Adrian & Laura

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I initially used the services of Adrian at HarperLees for advice regarding later life care for my elderly mother. The advice I received in that regard was extremely helpful and I was very happy with the information given in this matter.

How has Adrian Quick helped you?

Having been an eternal ostrich with regards to pensions/financial planning, I returned to Adrian for his expert knowledge in this field. I have been thrilled with his simple explanations of my financial position, without any "hard sell" tactics and am happy to say that I now have the perfect work/life balance and look forward to retiring with the full knowledge that I am financially able to do so.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Adrian's reply

Hi Tricia, Thanks for your review. Pleased to be able to assist again. Good luck with your retirement plans. Regards, Adrian

First impression from a user who is not yet a client

April, 2023

Overall

Please provide a brief comment about your experience with Adrian

Adrian was kind, efficient, knowledgeable, and polite. He was extremely respectful of my Mum's age and recent bereavement, explaining things calmly and putting her wishes and needs first at all times. He is clearly very experienced and has made a huge difference to my Mum's confidence and peace of mind.

Adrian's reply

Hi Helen, Thanks for your kind review. I am delighted to have been able to reassure your Mum and offer support and guidance on how to move her priority needs on through her solicitor. Regards, Adrian

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Adrian

I approached Adrian to discuss my Mums care plan options and had numerous questions ranging from understanding my late Fathers will, how probate works, funds in relation to property sale and how trust Law/Taxation works. Adrian provided a very comprehensive service and was very diligent to ensure that all questions were answered. Where I didn't fully understand the first time he was happy to explain again. Overall I found the experience very professional and it gave me confidence on the next steps of the process.

Adrian's reply

Hi Russell, Thanks for your kind review, based on your exploratory meeting re Mum's later life care planning. I'm pleased that the guidance we were able to provide has provided the clarity for you to manage the next steps in Mum's care. Regards, Adrian

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

Financial planning for long term residential care costs for my mother.

How has Adrian Quick helped you?

Provided very clear and detailed preliminary advice on the possible pathways for our personal context and, where relevant, the legal framework within which it all sits. Outlined potential benefits and drawbacks of each pathway.

Have you seen the outcome you were hoping for?

Yes, I came away from the preliminary meeting with a very clear understanding of the big picture and the detail as a starting point for making an informed decision.

What could they have done better?

At this first stage in the process, I think the service has been excellent, including the handling of all follow up contact.

Adrian's reply

Hi Chris, Thanks for your kind review. I'm delighted that following your initial exploratory meeting you have engaged HarperLees to assist Mum's attorneys plan for her long term care needs. We look forward to working with you and your family. Regards, Adrian

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Adrian

I had a preliminary meeting with Adrian to ascertain if there was any value in becoming a paid client. I was asking about the best way to handle my mothers finances with a view to her staying independent and or moving into care. Adrian and Laura were both excellent. They provided good helpful advice in a friendly and supportive manner. By the end of our meeting Adrian decided there was no point in further paid advice. Although the session was free, at no time did I feel they weren't giving me their full attention. If my mothers situation changes in the future and I feel I need some further advice I wouldn't hesitate to go back. Thank you.

Adrian's reply

Hi Kevin, Many thanks for your kind review. I'm pleased that our guidance offered in your exploratory meeting was sufficient at this stage for you to manage your mother's finances independently. Please do not hesitate to come back us to us if the situation changes and we can provide more support. Regards, Adrian

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

As an attorney looking for expertise in financial planning for my relative’s long term care

How has Adrian Quick helped you?

Adrian set about drawing a bespoke map of our relative’ needs & financial situation. He was very professional, confidential, approachable, knowledgeable compassionate and importantly put our relative’s interest first.

Have you seen the outcome you were hoping for?

He gave us, the attorneys the information to be able to make a better informed choice going forward.

What could they have done better?

N/A

Adrian's reply

Hi Valerie, Thanks for your kind review. I'm delighted that following your initial exploratory meeting you have engaged HarperLees to assist Mum's attorneys plan for her long term care needs. We look forward to working with you and your family. Regards, Adrian

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Adrian

Very helpful, explained clearly.

Adrian's reply

Hi Anne, Many thanks for your kind review. I'm pleased that the guidance in the exploratory meeting has given you the direction for your brother's care. Please do not hesitate to come back to is if his situation changes. Regards, Adrian

First impression from a user who is not yet a client

March, 2023

Overall

Please provide a brief comment about your experience with Adrian

Adrian set out our options clearly. To us, it was a complex issue but Adrian's clarification, delivered in a very friendly way, has given us confidence.

Adrian's reply

Hi Janet, Many thanks for your kind review. I note your comment re our follow up email, although this was sent the day after the meeting. I'm pleased that the guidance in the exploratory meeting has given you the direction for your brother's care. Please do not hesitate to come back to is if his situation changes. Regards, Adrian

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To better understand retirement options and ensure that I did not fall fowl of unforeseen issues

How has Adrian Quick helped you?

Yes very knowledgeable and good practical advice

Have you seen the outcome you were hoping for?

Yes I am happy with outcomes and am confident in the future

What could they have done better?

Nothing particularly comes to mind

Adrian's reply

Hi Nigel, Thank you for your kind review. It has been a pleasure to work with you, expanding your understanding of your retirement options and crystallising your plans. Going forward, you are now in Trey's safe hands. Regards, Adrian

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Adrian

I first made contact with Adrian when I researched the SOLLA (Society of LaterLife Advisers) website in late 2019. His intiial visit was whilst my husband was in the latter stages of Alzheimer's disease in December 2019. He and his colleague gave a free initial, general assesment of how I could progress with planning for future care needs. He was generous, empathetic and clear in the initial planning which my family could address. My husband succumbed to Alzheimer's disease in late November 2020. Adrian's advice is backed up by a wealth of relevant experienceI in later life needs. I have every confidence in approaching Adrian imminently for the best advice available for now further considering a plan for my financial and care needs. My contact with Adrian and Harper Lees has been empathetic, caring and efficient.

Adrian's reply

Hi Jacqueline, Thank you for your kind review of our service to date. Our focus is now on moving you forward personally and we look forward to a formal engagement as your plans allow. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had successfully exited a business enterprise and wanted advice about investing the proceeds. I wanted a financial plan that would secure my family's future and within that my own eventual retirement.

How has Adrian Quick helped you?

Adrian helped me identify the key objectives and prepared a choice of investment houses that, with his ongoing monitoring, might best suit my assets, my attitudes to risk and my long-term goals.

Have you seen the outcome you were hoping for?

The initial choices, and subsequent appraisals with 'fine-tuning' have proved robust and reassuring. My life plan is regularly reviewed and I am confident and relaxed that my financial future is secure and on-track.

What could they have done better?

Nobody has a fail-safe 'crystal ball', but there is nothing to suggest that the choices we agreed, the decisions taken along the way and the service provided were anything but absolutely correct at the time. Fate might have delivered better returns, but then equally they might have been worse! Results to date have exceeded expectations and I am more than satisfied with that.

Adrian's reply

Hi David, Thank you for your review. It has been a pleasure working with you and Beryl over the years and your kind words are much appreciated. You are now in Trey's safe hands although I look forward to joining you for a post meeting lunch at some point. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

Initially we sought Adrians advice regarding helping our son financially with his property purchase. Following on from this we used Adrian in regard to financial and pension planning.

How has Adrian Quick helped you?

Adrian helped with the arrangements for my sons property purchase, partially using existing assets we already had and topped up with a short term mortgage. Then he organised the consolidation of my money purchase pensions into a single SIPP and provided recommendations for the investment managers to manage the SIPP fund. We have a regular annual review of our finances in general and also with the SIPP fund investment managers, which Adrian arranges. We have also used his advice regarding our latest Wills.

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the advice Adrian has given to me. The annual review is extremely useful and Adrian is always available if I need to discuss anything in between reviews. I find Adrian is very thorough and clear when giving his advice and I find him very easy to work with.

What could they have done better?

I am totally satisfied with the service Adrian and his team has provided and I am unable to think of anything I could suggest that could be done better.

Adrian's reply

Hi Mike, Thanks for your kind review. It has been a pleasure working with you and Andy over the years and I wish you both well for the future. You're now in Trey's very capable hands and I hope to join you for a meeting lunch at Gary's office... Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Getting older, feeling like it was time to think ahead re finances and get my 'house in order'. Had no idea where to start with pensions, savings, investments and even less real interest

How has Adrian Quick helped you?

By being an incredibly knowledgeable person in all things financial. Also in the way he has always responded to me, promptly practically, thoroughly and in a way that has always been clear, professional and friendly. I have built absolute trust in Adrian over the last 15 years or more - I cannot recommend either his company's service, his team or him highly enough.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think they could - they have helped me to understand some of the complexities of the market, to make decisions with and without their recommendations and to feel 'safe' and like I am more than 'a number' in their client portfolio.

Adrian's reply

Hi Lucia, Thanks for your kind words and support over the last 26 years. It has always been a pleasure working with you, resolving the challenges that have been on your horizon and setting you on your path for an independent life. We've had much fun and laughter and look forward to it continuing for many years. You're now in Steph's very capable hands. Looking forward to our next hilarious get together. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

How to better invest large dividends from company shares

How has Adrian Quick helped you?

Adrian has helped us see the financial big picture in order to plan and invest to maximise short and long term goals.

Have you seen the outcome you were hoping for?

Yes

Adrian's reply

Hi Marilyn, Thanks for your kind review. It's been an absolute pleasure working with you and Kevin, helping shape your post Xyratex more relaxed life. However, I hope to see you bot in the future and catch up over a lunch when you come up for a meeting with Michael. Now that you are in Trey's the capable hands it's time for me to take my own advice and step back from the front line at HarperLees. Thank you for your support and I wish you and your family a bright and enjoyable future. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

Lack of direction with pension and lifestyle planning,

How has Adrian Quick helped you?

Provided a comprensive plan and outlook to achieve goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

Adrian's reply

Hi Kevin, Thanks for your kind review. It's been an absolute pleasure working with you and Marilyn, helping shape your post Xyratex more relaxed life. However, I hope to see you both in the future and catch up over a lunch when you come up for a meeting with Michael. Now that you are in Trey's the capable hands it's time for me to take my own advice and step back from the front line at HarperLees. Thank you for your support and I wish you and your family a bright and enjoyable future. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We had a successful business and wanted advice on the best options to take regarding investing and pensions.

How has Adrian Quick helped you?

He has helped us for many years He has a lot of experience and knowledge. We know he’s only a phone call away and are in good hands.

Have you seen the outcome you were hoping for?

Yes definitely. We are now retired and thanks to Adrian’s advice we are living a very comfortable life with no money worries.

Adrian's reply

Hi Lyn, Thanks for your kind review. It has been a great pleasure and privilege to work with you and Alan over the last 20 years. It's been very rewarding watching you both build a successful business and retire with such financial security. As you both know, it is now my time to step back from the front line at HarperLees and I'm delighted to pass you into Steph's very capable and experienced hands. I will stay in contact and visit when in Harlow and hope to join you from time to time for lunch in London when you have your formal meetings. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Assurances that I was taking the appropriate steps to safeguard my families future financial security

How has Adrian Quick helped you?

By taking me through the process, step by step and in ways that are straightforward and easily understood

Have you seen the outcome you were hoping for?

Yes. Knowing that things are in place enables you to concentrate on and enjoy the important things of retirement without continually looking over your shoulder.

Adrian's reply

Hi Bill, Thanks for your kind review. It has been a pleasure to work with you and Margaret over the years, helping shape your finances for your relaxed retirement. Having made my decision to step back for the front line at HarperLees to facilitate my own glide path into retirement, you are now in Trey's capable hands. Your support has been greatly appreciated and I wish you and your family a bright and comfortable future. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My mother moving into a home and having to sell her house

How has Adrian Quick helped you?

Helped planning my families money worries

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Got the chancellor to up the inheritance allowance from 325.000

Adrian's reply

Hi Stephen, Thank you for your kind review, It has been a pleasure working with you and Lesley both for Mum's care and your personal planning. Now that Steph has taken over as your lead planner, I have stepped back from my front line role at HarperLees. I wish you both a full and enjoyable retirement. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Riding

What were the circumstances that caused you to initially look for an adviser?

I didn’t know I needed a financial advisor until I met Adrian. He was recommended by a friend to help us with planning my husbands “pot” that was sitting doing nothing. After 5 minutes it was obvious we needed his advice!

How has Adrian Quick helped you?

As a couple we have gone from being concerned about our future and the minefield of financial advice out there to being confident, financially secure and enjoying our lifestyle. We have a plan now and it’s working for us.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I cannot think of anything Adrian could have done better. He far exceeded my expectations.

Adrian's reply

Hi Sass, Thanks for your kind review. I'm pleased that I was instrumental in setting you and Chris up with a structured life plan, now managed by Steph. It's great to hear that your life is now where you want it to be. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I originally looked for a financial advisor to help me plan for my retirement and advice on investments ect

How has Adrian Quick helped you?

In many ways. planning for my retirement advice on investments keeping me updated on tax issues and on many occasions visiting me at my home

Have you seen the outcome you were hoping for?

Without a doubt

What could they have done better?

Nothing I am totally happy with the way we have been looked after

Adrian's reply

Hi Alan, Thanks for your kind review. It has been a great pleasure and privilege to work with you and Lyn over the last 20 years. It's been very rewarding watching you both build a successful business and retire with such financial security. As you both know, it is now my time to step back from the front line at HarperLees and I'm delighted to pass you into Steph's very capable and experienced hands. I will stay in contact and visit when in Harlow and hope to join you from time to time for lunch in London when you have your formal meetings. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

My husband had Alzheimer's Disease and I was physically at my limit. I needed advice about care home long term funding and our finances.

How has Adrian Quick helped you?

Adrian reassured me by getting a costing for longterm care and advised me to consult a care advisor who was also helpful.

Have you seen the outcome you were hoping for?

The outcome was unpredictable due to my husband's poor health and sadly he passed away soon after he entered the home.

What could they have done better?

I don't think they could have bettered the service given.

Adrian's reply

Hi Maggi, Thank you for your kind review. Whilst David's health declined too rapidly for us to assist more, thank you for giving HarperLees the opportunity to support you and your family during that difficult time. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Family planning later in life

How has Adrian Quick helped you?

Arranging planning for Trusts - Inheritance tax advice - Wills and Investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing could be done better on my view

Adrian's reply

Hi Peter, Thanks for your kind review. It has been a pleasure and privilege to work with you over the last 26 years, and thanks to Sue for putting us together. I trust that you will continue to live your retirement to the full, with your planning now in Mark's capable and experienced hands. Many thanks for your support and encouragement over the years, Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed to understand whether my pension funds were likely to be sufficient for retirement.

How has Adrian Quick helped you?

I received some tips both for myself and my wife on enhancing and using our pensions. Adrian also gave our son some advice on his savings and using them for a mortgage.

Have you seen the outcome you were hoping for?

Yes, although I have chosen not to retire yet.

What could they have done better?

I can’t think of anything specific. I went to Adrian knowing what I wanted advice on and was happy with the overall advice and the documentation they provided.

Adrian's reply

Hi Martin, Thanks for your kind review. It was a pleasure to work with you to shape your planned, albeit deferred retirement. Wishing you and Sue a happy future. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

We had various retirement savings plans. My work hours were long and stressful. I asked Adrian for a financial review to see if it was possible to take early retirement.

How has Adrian Quick helped you?

He enabled me to retire earlier than first planned.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, we're very pleased with his advice and guidance over the past 7 years.

Adrian's reply

Hi Roy, Thanks for your kind review. It has been a privilege to shape your life plan and be the catalyst for your earlier than planned retirement. Steph will continue to support your planning going forward. Regards, Adrian

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

EARLY RETIREMENT.

How has Adrian Quick helped you?

INVESTMENT OF PENSION FUND AND DRAWDOWN ARRANGEMENTS.

Have you seen the outcome you were hoping for?

YES

What could they have done better?

NOTHING.

Adrian's reply

Hi Martin, Thank you for your kind review. I've enjoyed working with you and Patsy, providing the life planning that underpins your retirement. I am pleased to pass the mantle for your ongoing support on to Trey's capable hands as I step back form the front line role at HarperLees. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I retired and sold my London house and wanted to downsize and move to the coast and invest money for my retirement.

How has Adrian Quick helped you?

Always available to offer expert advice and guide me confidently through investment planning and other financial areas of which I had no knowledge

Have you seen the outcome you were hoping for?

Yes I’m very pleased

What could they have done better?

I can’t think of anything

Adrian's reply

Hi Elizabeth, Thank you for your kind review and trusting HarperLees with your financial planning. It has been a pleasure to take over looking after you from Brian and I now pass the mantle on to Steph as I step away from the front line responsibility at HarperLees. Best wishes to you and your family. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I wished to transfer my pension to a SIPP and needed specialist advice

How has Adrian Quick helped you?

Adrian has led the way on all of the areas highlighted and provided thorough advice to allow me to take an informed decision on all matters reviewed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Probably not

Adrian's reply

Hi James, Thanks for your kind review. It's been a pleasure working with you, shaping your pension to match your life plan over the last 13 years and facilitating other aspects of your planning. As discussed, I've now stepped back from the front line at HarperLees to manage my own glide path to wards my full retirement. I'm delighted to pass responsibility for your future relationship on to Trey. Good luck with your own business plans and full retirement. Regards, Adrian

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Adrian Quick helped you since your last review?

Keeping me updated with government tax changes and how to make the most of my money.

Adrian's reply

Hi Alison, Thank you for your kind review and support to HarperLees. It has been a pleasure to work with you over the years, ensuring that your continue to live your life plan to the full in retirement. You are now in Trey's capable hands as I move closer to my own planned retirement. Regards, Adrian

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Adrian Quick helped you since your last review?

Helped with Equity release and finical planning

Adrian's reply

Hi Margaret Thanks for your kind review. It has been a pleasure to work with you and Bill over the years, helping shape your finances for your relaxed retirement. Having made my decision to step back for the front line at HarperLees to facilitate my own glide path into retirement, you are now in Trey's capable hands. Your support has been greatly appreciated and I wish you and your family a bright and comfortable future. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Retirement and Pensions

How has Adrian Quick helped you?

Adrian provided sound advice on how to make the most of my pensions and when and how to begin drawing them tax efficiently. He has provided further advice on inheritance to ensure my family are provided for.

Have you seen the outcome you were hoping for?

Yes - ongoing

Adrian's reply

Hi John, Thank you for your kind review. It's been a pleasure to work with you and Gail, assisting you to maximize your pension options pre-retirement and then help shape your life plan through retirement. Trey has taken on the responsibility of looking after our client partnership going forward, as I manage myself on my own glide path to retirement. Good luck with your second career! See you both at The Players sometime. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

My brother had been taken seriously ill and I had little confidence in my brother's existing Financial Advisors.

How has Adrian Quick helped you?

Adrian helped me regarding Continuous Health Care and assisted with Financial Advice regarding my brother's savings and latterly my inheritance of my brother's savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not appicable

Adrian's reply

Hi Alice, Thank you for your kind review. Whilst the initial circumstances that brought you to HarperLees were difficult, it has been rewarding to work through a life plan to fruition with you and Keith. I'm delighted to have passed the responsibility for looking after you to Steph, with whom I know you have built a great relationship. Wishing you all the best for the future. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Torfaen

What were the circumstances that caused you to initially look for an adviser?

Inheritance

How has Adrian Quick helped you?

Yes

Have you seen the outcome you were hoping for?

I was pleased with the honest advice and outcome

What could they have done better?

Not really

Adrian's reply

Hi Marie, Thank you for your kind review of your experience building a new client partnership with Steph and HarperLees. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

I sold my house and build an annex onto my daughter's house and needed advice in investing the remaining proceeds.

How has Adrian Quick helped you?

Fully reviewed my circumstances and investment preferences before recommending a spread of investments. He has then recommended refinements to those investments including protecting them from taxation within the regulations.

Have you seen the outcome you were hoping for?

Despite the current financial and political difficulties, I feel protected as much as possible in the circumstances.

What could they have done better?

I am unaware of any missed opportunities given my investment preferences which are on a low risk basis.

Adrian's reply

Hi Richard, Thank you for your kind review. It has been a pleasure to work with you and Judy and to now pass responsibility for maintaining your client partnership with HarperLees over to Trey, as I move in to my own glide path to retirement. Thank you for trust and support. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Bedfordshire

What were the circumstances that caused you to initially look for an adviser?

To take over my pension that was failing both for compliance and ultimately the fund being taken over by a “zombie “ provider

How has Adrian Quick helped you?

By negotiating with HMRC to preserve my pension tax benefits and to reinvest the pension into a quality fund which produced an excellent annuity

Have you seen the outcome you were hoping for?

Yes. Financial security in retirement

What could they have done better?

Nothing

Adrian's reply

Hi Carl, Thank you for your kind review. It has been a pleasure working with you and Birgit for over 30 years. Your trust and support as one of the founder clients of HarperLees has been greatly appreciated. To facilitate my own plans for retirement, I have tasked Trey with maintaining your relationship. You are in capable hands. I wish you both all the best for the future. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Lost my husband and needed to know I could trust someone else to look after my finances

How has Adrian Quick helped you?

Pension advice and annuity drawdown

Have you seen the outcome you were hoping for?

Yes

Adrian's reply

Hi Susan, Thank you for your kind review. It has been a pleasure to help you crystallise your life plans over the years, culminating in your recent retirement. I wish you every happiness going forward. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

Uncertainty over my financial situation & needing help managing multiple pensions

How has Adrian Quick helped you?

Given me peace of mind & enabled me to take stress free early retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with Adrian.

Adrian's reply

Hi Rosie, Thanks for your kind review. I have greatly enjoyed working with you over the years, building and facilitating your life plan through to your successful early retirement. Steph has accepted the responsibility for maintaining your client partnership with HarperLees as I move in to my own retirement glide path. You are in very capable hands. Wishing you a bright future. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Suffolk

What were the circumstances that caused you to initially look for an adviser?

Inheritance and financial planning

How has Adrian Quick helped you?

Adrian has thoroughly run through all of our financial options and provided us with an excellent financial plan. Adrian has also provided us with sound plans in regards to our childrens inheritance.

Have you seen the outcome you were hoping for?

Yes our investments are growing in line with our most hopeful expectations.

What could they have done better?

Genuinely nothing an excellent service.

Adrian's reply

Hi Matthew, Thanks for your kind review. It has been a pleasure to work with you and Suzanne together but separately with your brother and father. It is very gratifying to see our client partnership planning enabling you to make really good decisions leading to great life and financial outcomes. Thank you for the trust given by all your family to the team at HarperLees. You are now in Trey's capable hands as your lead planner. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had retired a couple of years prior to meeting Adrian and whilst I felt we were financially secure wanted confirmation of this and further, some advice on my pension and savings arrangements in addition to some pointers regarding long term planning around inheritance etc.

How has Adrian Quick helped you?

I wish we had spoken to Adrian 10 years earlier! Adrian and the team developed a long-term financial forecast which confirmed that our finances were, overall, in good shape. He and the team gave us a variety of feedback on the structure of our savings which we have since implemented. Adrian identified some challenges around my various pensions and helped in straightening a few issues out. Adrian also provided helpful advice around certain aspects of our inheritance planning and subsequent to that put us in touch with an excellent will writer to restructure our wills and implement various changes. I intend using the team on a regular basis to undertake a financial review to ensure everything implemented remains on track.

Have you seen the outcome you were hoping for?

Yes; most definitely.

What could they have done better?

Nothing whatsoever.

Adrian's reply

Hi Mike, Many thanks for your strong review. Your situation created one of our most technical challenges to date in getting your pension scenario clarified so we could make a clear recommendation that facilitated the retirement solution you were seeking. It's been exciting working with you and Karen, contributing to some of the significant changes you've jointly actioned. Congratulations. Mark has now taken on responsibility for being your lead planner and we look forward to confirming the basis of our ongoing client partnership. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Retirement and investment planning

How has Adrian Quick helped you?

Very knowledgeable and clear in his explanations.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know!

Adrian's reply

Hi Martine, Thank you for your review. I have enjoyed working with you (and Roy), ensuring that your financials continue to secure your life plan. As I move into my own retirement glide path, I have asked Steph to take over as your lead planner on behalf of HarperLees. You are in capable and experienced hands. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Recommend

How has Adrian Quick helped you?

Been with Adrian for 30 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Adrian's reply

Hi Robert, Thanks for your kind review of our 30 plus years working together in a client partnership. It has been a pleasure working with you and initially your business. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

needed to sort out my pensions

How has Adrian Quick helped you?

better financial outcome than i dared hope for now retired

Have you seen the outcome you were hoping for?

yes and more

What could they have done better?

nothing

Adrian's reply

Hi Peter, Thanks for your kind review, It has been a pleasure working with you through from pre-retirement to your move across Essex and your relaxed lifestyle in retirement with Alison. Long may you both enjoy the wind and the sea. As discussed I have tasked Trey with taking over as your lead planner as I start implementing my own plans for semi-retirement in 2023. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Investment and financial planning

How has Adrian Quick helped you?

Advice with clear explanations

Have you seen the outcome you were hoping for?

Adrian has provided good advice and I feel confident that I could not have done better.

What could they have done better?

Perfect

Adrian's reply

Hi Ruth, Thank you for your kind review. and support over the years. Since we first met in 1997 (thanks Sue) it has been a pleasure to look after you and your family. The changes have been many but you have always referred your plans back to HarperLees for discussion, input and recommendations. This has lead to sound financial decisions leading to lifetime security and an independent lifestyle. To ensure that you continue to receive the same relationship from HarperLees as I start my own glide path to semi-retirement in 2023, I have asked Steph to take over as your lead planner. You are in capable and experienced hands. regards, Adrian

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Adrian Quick helped you since your last review?

Smooth handover to Steph with continued support for myself and my family

Adrian's reply

Hi Ruth, Thank you for your kind review. and support over the years. Since we first met in 1997 (thanks Sue) it has been a pleasure to look after you and your family. The changes have been many but you have always referred your plans back to HarperLees for discussion, input and recommendations. This has lead to sound financial decisions leading to lifetime security and an independent lifestyle. To ensure that you continue to receive the same relationship from HarperLees as I start my own glide path to semi-retirement in 2023, I have asked Steph to take over as your lead planner. You are in capable and experienced hands. regards, Adrian

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Adrian Quick helped you since your last review?

Just giving good advice

Adrian's reply

Hi Rita, Thank you for your kind review. It was in January 1987 that I first met John (and Keith) at Dectel and you were founder clients of HarperLees when I started it in 1996. Your support was and remains significant to the success enjoyed by the business since...thank you. Life doesn't always go in the direction expected, but be assured that the team at HarperLees will always be there for you and your family. I will be staying in touch with you and John. Regards, Adrian

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Essex

This review is a follow-up review from a client who left a review previously.

How has Adrian Quick helped you since your last review?

Not asked foradvice

Adrian's reply

Hi Alison, Thank you for the review. I'll call you to discuss how we can improve on our service to you. However, it's great to note that you will continue to consider recommending us to anyone needing to speak to an adviser. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Staffordshire

What were the circumstances that caused you to initially look for an adviser?

My mother had sadly become I’ll with Alzheimer’s and I was responsible for managing her finances but also ensuring she received the required care in line with her wishes prior to becoming ill

How has Adrian Quick helped you?

I had been advised by solicitors that I didn’t need to obtain health and welfare power of attorney and only required financial power of attorney. Which I initially did. It soon became apparent that this was a huge mistake and had I not sought advice from Adrian my mother would have effectively lost her voice and not received the care she required in line with her wishes.

Have you seen the outcome you were hoping for?

Yes. Following Adrian’s advice on not only what was required but also how to achieve this we were able to get the required health and welfare power of attorney which meant we could still have a say in the care my mother received in her last year of her life

What could they have done better?

Nothing more could have been done and the advice provided by Adrian was invaluable

Adrian's reply

Hi Mark, Thank you for your kind Review. I was pleased to correct the disappointing advice you had received from your solicitor and ensure that you were correctly positioned to manage the best outcome for your Mother's care in her later life. Regards, Adrian

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Concern regarding estate planning and protecting our children from excessive tax

How has Adrian Quick helped you?

Advised us on trusts

Have you seen the outcome you were hoping for?

Obviously the advice we sought pertains to after our demise but we believe we have done what we can, with Adrian’s advice, to assist our children.

What could they have done better?

Nothing!

Adrian's reply

Hi Elena, Thank you for your kind review. It has been a pleasure to offer initial guidance on your concern areas and direct you to simple cost effective solutions you have been able to action yourselves. Regards, Adrian

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Rutland

What were the circumstances that caused you to initially look for an adviser?

Adrian oversees a trust fund where I am the lead trustee. We needed a financial advisor to provide us with an overview of how and where to invest money and maintain an overview of the trusts performance for a long time period. Having previously used Harper Lees for some pension advice, our family decided to build the relationship with Adrian and other financial advisors to steer a secure future for the trust over its lifetime.

How has Adrian Quick helped you?

Adrian has been approachable and calmly measured in his dealings with us as trustees. He has listened to our questions, provided scenarios as examples of answers and guided us through the process of managing a trust. This has aided our decision making about where to invest, for what time period and against a level of risk that collectively as trustees we all feel comfortable with. The advice offered is measured and focused - Adrian is good at seeing potential opportunities and pitfalls ahead of us and has educated us about long term investments of this kind needing particular and specific navigation to produce the best outcome for the trust beneficiaries.

Have you seen the outcome you were hoping for?

Yes. We have worked towards a mutually devised strategy based on sensitive and prudent risk profiling that all the trustees have agreed upon. This strategy has been framed by Adrian's advice, but has been decided upon by the trustees. Adrian's approach is assured, balanced and pragmatic - the facets we were looking for to help manage the trust in the way it was originally envisaged at inception.

What could they have done better?

We're very happy with the service that we have received - and continue to receive - through what is a long-term process.

Adrian's reply

Hi Andrew, Thank you for your generous review. It has been a pleasure working with you and your family trustees on behalf of the Trust. Regards, Adrian

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Adrian

Adrian was quick to respond to my initial enquiry, offered an appointment quickly and provided me with plenty of easy to understand information to help me make a decision about whether to engage him. He was also very compassionate about my situation and I felt that both my mother's and my wellbeing was at the top of his agenda as opposed to getting me to become his client. I have engaged Adrian on my behalf based on this.

Adrian's reply

Hi Julia, Thank you for your kind words. I hope that we can help you through this difficult time and secure the right solution on Mum's behalf. Regards, Adrian

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

My husband was considering early retirement and needed advice to see if this was feasible.

How has Adrian Quick helped you?

Adrian gave us a long-term solution based on our needs and objectives.A

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Happy with all the advice and information given.

Adrian's reply

Thank you Becca for your kind review, Pleased to be the catalyst for Roy’s earlier than planned retirement. Hope you both get the most out of your financially independent time together…dream BIG!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Death of husband and large insurance payout.

How has Adrian Quick helped you?

He helped me chose an investment company to manage my investments to a level at which I feel happy. He continues to give advice to help me maintain an acceptable level of income for the rest of my life.

Have you seen the outcome you were hoping for?

Yes, I am happy with the level of support I receive.

What could they have done better?

No

Adrian's reply

Thank you for your kind review Alison. Brian started your financial planning journey with HarperLees and it has been a pleasure to maintain and build on that relationship with you, creating a planning and investment solution that secures your lifestyle, for the rest of your life.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Early retirement, plus consolidation of pension savings

How has Adrian Quick helped you?

The use of cashflow modelling illustrated we were able to retire at the time, as well as plan for the future.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, the personal touch combined with efficient admin support has been excellent.

Adrian's reply

Thank you for your kind review Roy. As a fellow industry professional who has been a personal inspiration to me over the years, your comments are gratefully received. Being the catalyst for your early retirement has been one of the most fulfilling successes of my career.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had funds to invest that I felt went beyond the scope of routine deposit accounts

How has Adrian Quick helped you?

Adrian talked me through my options, gave me alternatives and helped me establish a portfolio of investments.

Have you seen the outcome you were hoping for?

Absolutely - I was confident about the decisions made, I had peace of mind about my financial security and the investments have delivered the projected returns.

Adrian's reply

Thank you for your kind review David. Your committed engagement to our financial planning service has helped us support your journey from successful businessman into active retirement. We look forward to maintaining the relationship, supporting you and Beryl through the twists and turns ahead.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

To transfer my final salary pension to a SIPP & arrange Equity Release.

How has Adrian Quick helped you?

Full advice provided and pension transfer to SIPP & Equity Release successfully completed

Have you seen the outcome you were hoping for?

Yes

Adrian's reply

Thank you for the kind review James. Our work together has resulted in two great life event financial planning outcomes so far. What’s next? We look forward to continuing helping you and Vanessa fulfil your future life plans.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Outside UK

What were the circumstances that caused you to initially look for an adviser?

Divorce

How has Adrian Quick helped you?

Professional advice and set up of my investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Adrian's reply

Thank you for your kind review Nicki. It’s been great being part of your ‘new life’ journey, overcoming significant challenges on the way. What a great life balance you have achieved, with exciting next step plans already in action. Wishing you every success in this next phase…we will be there with you.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

What were the circumstances that caused you to initially look for an adviser?

For advice on how to help my son purchase his own property.

How has Adrian Quick helped you?

Initially he gave mortgage advice regarding financing my sons property and then later he gave advice on investing my inheritance.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

I am very happy with everything they have done.

Adrian's reply

Thank you for your kind review Andy. It has been a delight working initially on Paul’s property purchase and then with you and Mike into your current active retirement. It is a privilege to be part of the HarperLees team that is and will continue to be involved in your life journey.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

After retirement to secure our future.

How has Adrian Quick helped you?

Enabled us to feel confident on our future and not to worry about our finances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with the outcome.

Adrian's reply

Thank you for your kind review Margaret. I am so pleased that I have had the opportunity to work with you and Bill. Your willingness to engage in lifestyle financial planning enabled HarperLees to guide your transition into your current active retirement lifestyle. Long may you enjoy it!

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Needing to invest to firstly provide for my children and latterly to pass my wealth to my children and inheritance planning

How has Adrian Quick helped you?

Explains everything very clearly. Takes care to understand my requirements and gives good advice.

Have you seen the outcome you were hoping for?

Yes even better than expected.

What could they have done better?

nothing

Adrian's reply

Thank you for your kind review Ruth. Your commitment and trust in HarperLees over the past 25 years has allowed us to work closely with you to create great lifetime financial planning outcomes for you and your children Alan and Michele. You have definitely grasped ‘life is for living’ and long may you enjoy it. We look forward to continuing to review and updating the long term plans in hand.

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

What were the circumstances that caused you to initially look for an adviser?

Planning pension strategy and retirement

How has Adrian Quick helped you?

Shrewd investment arrangement with Brookes McDonald which provided a substantial recovery of our pension funds and subsequently helped us to choose the best annuities. Since drawing the pensions we have continued our bespoke investments as ISAs which have shown an excellent return.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Adrian is always looking to improve our financial planning and I have no doubt he will contact us when such opportunities arise.

Adrian's reply

Thank you for your kind review Carl. It’s been a 30 year journey (so far…) and I’m delighted to have worked with you and Birgit for so long, through the creation of and subsequent sale of your successful business. It’s always exciting to see long planned retirement dreams become a successful reality and we look forward to continuing to be a part of that ongoing journey.

Review from verified client

November, 2021

Overall

Advice