Steph McDonald

Steph McDonald

HarperLees Financial Planning

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Ingatestone
View location

Top Rated 2025
Verified since: November, 2021

4.9 out of 5

98 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 June 2025

    Steph and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Steph has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 June 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Steph has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Steph has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 21 June 2025

    Steph and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 13

    Recent Client Reviews

    Verified reviews: 100%

    Steph has received 13 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 11 June 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Steph has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Steph has not yet added their fees to their profile

I studied Business Management at Essex University whilst working at HarperLees doing scanning and officially joined the team on a permanent contract in 2008. This transitioned into an apprenticeship and my previous role as a Paraplanner. My career moved forward again as I completed my Chartered Financial Planner exams and, as well as being a Director, I am now in the Financial Planner role. I help clients to realise their bucket lists through the financial planning journey. HarperLees is one of a relatively small number of firms providing full Lifestyle Financial Planning; encompassing a true understanding of our clients’ needs before organising the relevant financial support.

Offers available through VouchedFor

Contact Steph through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Steph's clients

Based on responses provided by clients who have reviewed this adviser

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