Harrison Beale & Owen Financial Services

Independent Financial Adviser Harrison Beale & Owen, Highdown House, 11 Highdown Road, Warwickshire, Leamington Spa, CV31 1XT
FCA verified
10th December 2018
Our service is built around our core values – honesty, integrity and professionalism.
We can advise you on
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Long term care
Meet our advisers
adviser-person
Anthony Baynham APFS
Chartered Financial Planner
adviser-person
Thomas Dawe APFS Cert CII (MP)
Chartered Financial Planner
adviser-person
Tom Driver FPFS
Chartered Financial Planner
adviser-person
Jason Strain FPFS IMC
Chartered Financial Planner
Where to find us

Harrison Beale & Owen, Highdown House, 11 Highdown Road, Warwickshire, Leamington Spa, CV31 1XT

About us

HB&O Financial Services is made up of an experienced team of advisers working across Coventry, Warwickshire and beyond. Our main objective is to help you make the most of your money.

When it comes to your financial health, we believe in looking at the full picture. In developing your financial plans, we'll look at all aspects of your personal and business life, where you are now and where you want to be in the future. We will tailor our financial planning solutions to your individual needs and help you make the most of your finances as your circumstances change.

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII) the world's largest insurance and financial services professional body. This is the industry's gold standard for firms of Financial Planners and demonstrates that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Our aim is to give you complete peace of mind that your financial strategy receives our very best care and attention at all times.

Our services

We take the time to understand our clients and their needs. Far from promoting an ‘off the shelf’ solution, we take a holistic approach to Financial Planning, assessing our clients’ short, medium and longer term financial goals. We specialise in creating tailored financial planning solutions, which meet the unique and changing needs of each of our clients.

Our experienced team of advisers is committed to on-going professional and personal development to ensure we can offer the very best care and service at all times. We are proud to say that the majority of our work comes from client referrals.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Harrison Beale & Owen Financial Services is a trading style of D A Owen Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.

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