HarperLees Financial Planning

HarperLees Financial Planning offers financial planning services to individuals and businesses, assisting them in achieving their financial goals. They focus on client care and provide tailored financial strategies.
  • Wealth management
  • Retirement planning
  • Support during divorce
  • Lifestyle financial planning
  • Financial advice for business owners
Size
Small
Phone
01277 350560
Website
harperlees.co.uk
Email
Available in Endole App
Locations
4, Rays Farm Barns, Roman Rd, CM4 9EH
01277350560
Digital Popularity
Popularity over time
Social Media
Available on
Glassdoor
Competitors
RL Wealth Management Limited
RL Wealth Management is dedicated to securing your financial future by offering comprehensive support and guidance in various financial matters.
Foster Denovo
Foster Denovo is a financial planning and advisory firm that offers a comprehensive range of services to help clients manage their personal finances.
Company Details
HarperLees Financial Planning is operated by HLSFM Limited and is a Active company incorporated on 27 July 2004 with the registered office located in Ingatestone, Essex. HLSFM Limited was registered 21 years ago.
Status
Active
Size
Micro
Directors
4
Age
21 years old
Employees
11
Turnover
Unreported
Total Assets
£199.78K
Cash in Bank
Unreported
Total Liabilities
-£91.87K
Mr Mark Ian Maclean
Director • PSC • British • Lives in UK • Born in Oct 1969
Adrian Simon Quick
Director • Secretary • British • Lives in England • Born in Jun 1957
Stephanie McDonald
Director • PSC • British • Lives in England • Born in Apr 1987
More information on HLSFM Limited
Teams
All
2
Wealth Management
1
Human Resources
1
Samuel Dougall
HR & Business Administrator • Joined Nov 2023
Trey Vella
Chartered Financial Planner • Joined Jun 2021
Trey Vella
Chartered Financial Planner • Joined Jun 2021
Samuel Dougall
HR & Business Administrator • Joined Nov 2023