We are a highly qualified team of Independent Financial Advisers, Para-planners and Administrators. Our experienced team has over 200 years of collective experience. We are all committed to on-going professional and personal development to ensure we can offer the very best care and service at all times. Indeed, our success, unbroken record of service and continued growth are the result of our emphasis on exceptional client care. For this reason we are regularly recommended by our existing clients.
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of Financial Planners and demonstrated that we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.
If you would like further information or a no cost/obligation meeting, please contact a member of our team
Wealth Knowledge Newsletter - This month we talk about funding your retirement, then on to mortgages and protection insurance .. Read more
Tax Update: Employee Benefits - Offering an attractive and tax-eficient remuneration and beneits package can help you to recruit and retain high-calibre employees. This guide examines some of the employee beneits that are available .. Read more
Investment Update - Capital gains tax and investments - Just like income tax, capital gains tax can reduce the gain on the disposal of your investments. This guide explains how, including some ways you could reduce your liability.. Read more
Highdown House, 11 Highdown Road, Leamington Spa, CV31 1XT
Harrison Beale & Owen Financial Services is a trading style of D A Owen Financial Services Ltd
Registered in England & Wales No. 05371139 Authorised and regulated by the Financial Conduct Authority No. 433905
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK