HarperLees Financial Planning - Ingatestone

Address: 4, HarperLees Financial Planning, Rays Farm Barns, Roman Rd, Ingatestone CM4 9EH, United Kingdom.
Phone: 1277350560.
Website: harperlees.co.uk
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of HarperLees Financial Planning

☎️1277350560

⏰ Open Hours of HarperLees Financial Planning

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

HarperLees Financial Planning: A Comprehensive Overview

HarperLees Financial Planning, a renowned financial consulting firm located in Ingatestone, United Kingdom, specializes in providing tailored financial planning solutions to individuals and businesses alike. With a strong commitment to excellence, the company has earned a stellar reputation for its top-notch services and personalized approach.

Location and Accessibility

Conveniently situated at Address: 4, HarperLees Financial Planning, Rays Farm Barns, Roman Rd, Ingatestone CM4 9EH, United Kingdom, HarperLees Financial Planning is easily accessible to those in the surrounding areas. The company ensures a comfortable and inclusive experience by offering Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom. Visitors are kindly requested to schedule an Appointment required to ensure a smooth and efficient experience.

Contact Information

For further inquiries, potential clients can reach out to HarperLees Financial Planning via phone at 1277350560 or explore their comprehensive range of services on their Website: harperlees.co.uk.

Specialties and Expertise

The firm's primary Specialties include Financial consultant and Financial planner. With a team of experienced professionals, HarperLees Financial Planning offers expert guidance on various aspects of financial planning, from retirement planning to investment management.

Client Testimonials and Reviews

HarperLees Financial Planning boasts an impressive 19 reviews on Google My Business with an average opinion: 4.9/5. Many satisfied clients have shared their positive experiences, highlighting the firm's helpful, friendly, and accessible staff who consistently provide sound advice and tailored solutions. One client, for example, praised the firm's assistance in planning for retirement and achieving their long-term financial goals.

Final Recommendation

For individuals and businesses seeking reliable and expert financial advice, HarperLees Financial Planning stands out as a top choice. With a strong track record of success, a commitment to accessibility, and a dedicated team of financial experts, the company is well-equipped to help clients navigate their financial futures with confidence. We highly recommend visiting their website to learn more about their services and contacting them to schedule your appointment today.

👍 Reviews of HarperLees Financial Planning

HarperLees Financial Planning - Ingatestone

Murf

5/5

First Adrian and then Steph have provided sound advice over 13 years helping me to firstly plan for retirement and then achieving it. They have always been helpful, friendly and accessible. I would and have recommended Harper Lees' financial planning services.

Alison C.

5/5

Harper Lees have been my financial advisors for over 30 years. They have enabled me to make the right decisions to have a secure and comfortable financial future. There advice has been stellar. I highly recommend them.

They have been there through all our major life decisions, starting businesses and managing parents end of life care. They are a fantastic, knowledgeable, caring team of professional experts.

Christopher L.

5/5

My Wife and I have been clients of Harper Lees for several years. We have and continue to be delighted with the service provided by Steph and the team.
We are confident that our finances are secure in the hands of a highly professional, efficient and friendly Company.
Highly recommended

John K.

4/5

Our experience of HarperLees is that they are very professional and very thorough - exactly what you need when money is on the agenda!
As with all IFAs, there is a lot of paperwork but it is good to know that the firm is reviewing its processes and systems to make them more 'user-friendly'.
Overall, we are very happy with the service HarperLees provides.

Lee E.

5/5

HarperLees provided me with excellent service to help me understand and manage my financial planning for life. This has provided me with the confidence to proceed with life changing decisions, comfortable that I have taken a balanced risk with my future prosperity. If you are thinking about your future security I recommend their service without hesitation.

Hilary D.

5/5

Mark at Harperlees has dealt with my financial planning for many years. I have always found him to be very knowledgeable and passionate about his field of work. Everything is carefully explained and discussed before decisions are made. I am reassured that my financial future is secure. I would definitely recommend Harperlees.

Diane F.

5/5

So glad Harper Lees were recommended to me. The service, from our initial chat through to sorting all the necessary paperwork/transactions has been professional and efficient. They have taken the time to listen to what I need, discuss my options and support me in the next step of my financial plans

David B.

5/5

We have become clients of Adrian at Harper Lees this year and have been delighted with the service offered. They are very clear about charges and costs from the outset, and there is never any pressure. The service is great with very prompt responses to any queries. I would be happy to recommend them.