About us

HB&O Financial Services is home to an experienced team of advisers whose 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.

Our approach has helped hundreds of clients achieve their short, medium and longer-term financial goals in the most appropriate way and we’d be delighted to help you too.

Gold standard

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.

As a client of HB&O, your financial strategy will receive our very best care and attention at all times, giving you complete peace of mind. Our team of Independent Financial Advisers (IFAs), paraplanners and administrators has a strong track record of advising clients on a wide variety of financial planning issues across Coventry and Warwickshire. Drawing on more than 150 years of collective experience between us, we’re well placed to help you plan your financial future.

Our expertise and focus on providing the highest quality customer care mean that we are regularly recommended by existing clients. To find out more about what our clients say about us, please take a look at our testimonials or ask to be put in touch with one of our existing clients.

For more information about how we can help you make the most of your money, call us on 01926 422292 or email ifa@hboltd.co.uk