Financial advice that works for you

When it comes to your financial health, we believe in looking at the full picture. As Chartered Financial Planners working across Coventry and Warwickshire, we tailor our financial planning solutions to your individual needs and help you make the most of your finances as your circumstances change.

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What our clients says

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Auto enrolment

The automatic enrolment of eligible workers into qualifying workplace pension schemes began in October 2012 with the largest companies. By 2018, every UK employer will have been brought on board.

Although the date that you begin enrolling your employees may still seem a long way ahead, it is crucial to start planning at an early stage so that you can be sure you have a compliant scheme in place and are prepared for the costs, administrative responsibilities and other issues involved

HB&O Financial Services have introduced a four-stage advice process to help employers prepare for auto-enrolment, which includes an initial, free consultation. 

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Inheritance tax and estate planning

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Inheritance tax and estate planning

When you've worked hard during your life, you want the wealth that you've created to benefit the people that are important to you when you are no longer around.

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Investment advice

Mortgage advice

Independent mortgage advice

Whether you are looking to buy your first home, move up the property ladder or release some equity, our mortgage experts provide independent advice and a personal service, from application to completion.

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Retirement planning & pensions

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Retirement planning & pensions

With many people looking forward to a lengthy retirement, it is never too early to start thinking about your financial security in later life.

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Wealth management services

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Wealth management services

Our dedicated wealth management service can help you approach your future with confidence and stay on track to achieve your goals.

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