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Tax Departments, Financial Consultants, Economic Consultants

HarperLees Financial Planning

HarperLees Financial Planning is a UK-based company that provides a range of financial services to clients. Their team of economic and financial consultants offer expertise in tax departments, economics and law, and public sector and society. With a focus on personalized financial planning, HarperLees Financial Planning helps clients achieve their financial goals and secure their future.

Introduction to HarperLees Financial Planning

HarperLees Financial Planning is a UK-based company that provides economic and financial consulting services. Founded in 2015, the company has quickly become a leader in the industry, thanks to its team of experienced financial consultants. What sets HarperLees apart is their focus on working with both public sector organizations and private individuals, as well as their commitment to providing personalized financial planning services.

Services & Products

HarperLees Financial Planning offers a wide range of services, including financial consulting, tax planning, and investment advice. They work with both individuals and businesses to help them achieve their financial goals, whether that's planning for retirement, investing in the stock market, or managing their tax liabilities. In addition to these core services, HarperLees also provides training and education programs for those looking to improve their financial literacy.

Location

The HarperLees Financial Planning office is located in Ingatestone, a charming village in the heart of Essex, England. The area is known for its beautiful countryside, historic architecture, and thriving business community. Ingatestone is home to a variety of businesses, including shops, restaurants, and cafes, as well as several other financial services providers. The closest public transportation options include Ingatestone Station, which is just a short walk from the office, as well as several bus stops located nearby.

Benefits

There are many reasons why customers should choose HarperLees Financial Planning over other financial services providers. For one, the company is staffed by a team of experienced financial consultants who are committed to providing personalized service to each client. They work closely with clients to understand their unique financial needs and develop tailored solutions that address those needs. Additionally, HarperLees is known for its transparency and integrity, and they always prioritize the best interests of their clients.

Good to Know

Customers should be aware that HarperLees Financial Planning is a boutique financial services firm, which means they may not be the right fit for everyone. However, for those looking for personalized service and a commitment to ethical, transparent financial planning, HarperLees is an excellent choice.

Reviews

Customers rave about HarperLees Financial Planning, praising the company for its knowledgeable staff, personalized service, and commitment to transparency. Many clients have reported significant improvements in their financial situations after working with HarperLees, and they appreciate the company's focus on education and training. Overall, HarperLees is a highly recommended financial services provider that truly puts its clients first.

Amenities

  • amenity
    computer
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    internet access
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    printer
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    copier
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    scanner
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    private office
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    parking
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    meeting room
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    coffee machine
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    reception area
  • amenity
    projector
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    whiteboard
  • amenity
    business phone line
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    video conferencing
  • amenity
    shredder
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    security system
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    wi-fi
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    coffee maker
  • amenity
    reception desk
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    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    tax preparation
  • amenity
    electronic filing
  • amenity
    financial consulting
  • amenity
    refund advising
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    audit representation
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    online support
  • amenity
    professional advice
  • amenity
    security protocols
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    accessibility compliance

FAQ

What types of financial services do you offer?

We offer a range of financial services including financial planning, investment management, retirement planning, and risk management.

What specific areas of economic consulting does your company specialize in?

Our company specializes in economic consulting services related to tax planning, business valuation, and financial litigation support.

Can you provide examples of successful projects your company has completed in the past?

Yes, we have successfully completed projects such as tax planning for small businesses, business valuation for mergers and acquisitions, and financial litigation support for legal cases.

How does your company ensure confidentiality and data security when working with clients?

We have strict policies and procedures in place to ensure confidentiality and data security. This includes secure data storage, restricted access to client information, and confidentiality agreements with our staff.

What is the estimated timeframe and cost for engaging your company's economic consulting services?

The timeframe and cost for engaging our economic consulting services will vary depending on the specific project and scope of work. We provide customized proposals and pricing based on each client's unique needs and requirements.