HarperLees Financial Planning
4.9 / 5
Harper Lees was originally established in 1996 by Adrian Quick. From Ingatestone in Essex, our team provides Lifestyle Financial Planning, guidance and advice to both individuals and companies. Our goal is to make a difference, being a catalyst for a better life. We aim to create a long-term relationship with you so that we can fully understand your needs, wants and aspirations through your current and future life stages. By prioritising your lifestyle objectives we can help find the right strategy and underlying financial solution for you whether it’s family security, investment, pension and retirement planning or later life care and inheritance tax planning. Each step of our financial planning process is designed to help you build trust in us as financial partners to you, your family and your business. Whether you need help with the big financial planning picture or just one aspect of it, we are very happy to meet with you to discuss your needs.