Adrian Quick

Director

HarperLees

Ingatestone, Essex

harperlees.co.uk

I was in accountancy with Saga before I joined the financial advice industry in 1979 and helped establish a new branch for Royal Life in Essex and in 1992 became Branch Manager.

I set up HarperLees in May 1996 as a sole trader IFA firm believing I would get better client outcomes setting up an independent practice than if I was tied to Royal Life. I was right.

I focus on big picture planning, both for clients and HarperLees, doing what I do best whilst employing the best people to do the rest.

We create partnerships with our clients, driven by creating better futures for them and making a real difference to their lives.

Content by Adrian Quick

Financial Planning – Definition and Purpose

The whole Financial Planning process has made me think about what I really want to do. It has helped me confront myself about what I earn, what I spend and what’s left over.

Read more…