HB&O Financial Services is a fee based practice. We believe that anyone who offers advice should be fully impartial to providers and provide the best advice relative to the clients needs & objectives. We offer an initial free consultation and discovery meeting which will generally last about one hour. The purpose of this meeting is to understand the nature of any work you want us to undertake and the services and benefits offered by HB&O.
Our fees are calculated on the basis of the value we deliver, expertise we utilise, time we take and complexity of the work involved.
Fees & Costs:
Auditing & advising on your future financial strategy - from £500
Implementation - maximum 3% of the funds to be invested
Wealth Management Service - maximum 1% per annum of the Funds under Management
Please see our 'KeyFacts' document for further information.
If you would like further information or a no cost/obligation meeting, please contact our team.
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