Harriet Lee

APFS CFP™ Chartered MCSI

Financial Planning Technician


Harriet is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.


  • Diploma in Regulated Financial Planning
  • Certified Financial Planner


  • Chartered Institute for Securities and Investment (CISI)
  • Chartered Insurance Institute (CII)

What do you enjoy about your role?

I like the challenge of finding solutions to solve our clients’ often complex problems.

What are you passionate about?

The great outdoors.

What do you like most about working for Fiscal Engineers?

The wonderful team I work with – my colleagues are my friends.

What are your interests?

Hiking, photography and foreign languages.

Little books – Synchronisation of nature

Historically, we humans have spent much effort trying to shape the natural environment to fit us.

Download here