HarperLees

Independent Financial Adviser Rays Farm Barns, Roman Road, Ingatestone, Essex, CM4 9EH
First meeting at adviser's own cost
Response rating
10/10
FCA verified
5th November 2018
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group life insurance
    • Group pensions
    • Wealth management
    • Long term care
Meet our advisers
Adrian Quick MSc CHARTERED FINANCIAL PLANNER FPFS Certified Financial Planner FIFP
Director
Accreditations
Chartered Financial Planner
adviser-person
Stephanie McDonald
Financial Planner
Where to find us

Rays Farm Barns, Roman Road, Ingatestone, Essex, CM4 9EH

Contact us
About us

PLANNING FOR LIFE, RETIREMENT OR LATER LIFE?

An established firm of Chartered Financial Planners in Ingatestone, we provide financial planning advice to both individuals and companies.
Our goal is to create a long-term relationship with you so that we can fully understand your needs, wants and aspirations. By prioritising your objectives find the right financial solution for you whether it’s investment advice, retirement planning or inheritance tax planning.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0.85 mi
Our aim is to help our clients achieve their financial aims and goals, with professional, friendly, face-to-face advice.
 
Independent Financial Adviser 3.52 mi
Out of hours and SATURDAY appointments available.
 
Independent Financial Adviser 3.55 mi
We provide expert practicle advice in plain English tailored to your needs and objectives.
 
Independent Financial Adviser 3.63 mi
We are Chartered Financial Planners and have built a strong business based on the principles of delivering high quality advice.