Our People
Adrian Quick and Simon Sanders formed HLS Financial Management in January 2000 by merging their individual IFA practises, Harper Lees and Sanders Financial Management into the one practise. Since then the business has grown to incorporate HLS Financial Planning and HLS Wills and Trusts There are now two further financial advisers, a specialist mortgage adviser and four support staff. By way of a brief introduction here a few details about Our People.
Adrian Quick - Director and Principal
FPFS CFP Chartered Financial Planner
Adrian is a Chartered Financial Planner, the highest qualification in financial planning and is a specialist in pension and retirement planning.
With 30 years in financial services, Adrian has gained the international license as a Certified Financial Planner and been recognised as a Fellow of the Personal Finance Society. Adrian is certified to the BS ISO22222 in Financial Planning by the Chartered Insurance Institute.
Adrian has lived in Hook End with his wife Carrie for the last 25 years and he has two grown up children.
Simon Sanders - Director and Principal
APFS CFP Chartered Financial Planner
Simon is a Chartered Financial Planner, the highest qualification in financial planning and a specialist in pension and retirement planning. With 29 years in financial services, Simon has gained the international license as a Certified Financial Planner and been recognised as an Associate of the Personal Finance Society. Simon is certified to the BS ISO22222 in Financial Planning by the Chartered Insurance Institute.
Simon is an accredited member of the Society of Later Life Advisers (SOLLA), holds the STEP Certificate for Financial Services ( Trusts and Estate Planning) and is a member of the Society of Will Writers,. These qualifications enable him to provide specialist advice in the areas of Estate and Later Life Financial Planning.
Simon lives with his wife Sarah in Bicknacre. They have two grown up children and enjoy sailing and music.
Brian Harris - Financial Adviser
Diploma PFS
Brian joined the Group in 2005. With 37 years experience in financial services, Brian has held Senior Management positions within three insurance companies. He now specialises in the areas of IHT planning and the use of non invasive Estate planning. Brian is married to Linda and they have two grown up daughters.
Andrew Peirson - Financial Adviser
Diploms PFS
Andrew joined in February 2009. He is passionate about helping people to achieve their financial goals and objectives. Andrew has the Diploma in Financial Planning and is working towards both the Certified and Chartered Financial Planning qualifications.
Andrew is a keen sportsman playing both rugby and cricket and coaches the Under 11s mini rugby teams at his local club. He lives with his wife Jo and 4 young children in Great Easton, Essex.
Charlotte Quinn - Paraplanner
Diploma PFS MIFP
Charlotte obtained her degree and decided that she wanted a career in the financial industry. She joined our Group in 2008 as a Paraplanner assisting Adrian & Simon. Charlotte has the Diploma in Financial Planning. She is looking to extend her Paraplanning experience whilst targetting both the Certified & Chartered Financial Planner qualifications.
Stephanie Nice - Trainee Paraplanner
Stephanie worked on a temporary basis for us whilst she was at University and following her graduation with a degree in Business Management, we were delighted that she joined us in 2008 as a trainee. Stephanie has completed her Certificate in Financial Planning and is now studying for her Diploma.
Stephanie lives in Chelmsford with her husband Jon.
Debbie Nunn - Practice Manager
Debbie is the Practice Manager. Debbie joined the Group in 2001 and has considerable experience in PA and Administration Roles. She holds the necessary financial administration qualifications and is responsible for the day to day management of the Practice.
Debbie lives locally in Shenfield and is married to Steve. They have two grown up children.
Michelle Yardley - Administrator
Michelle joined the Group in January 2011, having previously worked in financial services administration in the adviser sector. Holding the necessary financial administration qualifications, Michelle is responsible for the processing of new business for the Group together with liaison with both the client and the provider to ensure the smooth running of all business through to its conclusion.
Michelle is married to Steven and has two children.