HB&O Financial Services News

Businesses recruting for the first time must plan ahead for auto enrolment

From 1 October 2017, businesses recruiting staff for the first time will need to enrol them into a workplace pension.

13 Sept 2017

HB&O Financial Services scoops prestigious award

Jason Strain, Managing Director at Harrison Beale & Owen Financial Services, was awarded the FirstPro Business Services Professional of the Year 2017 award last week.

12 Apr 2017

Landlords prepare for tax relief changes

Almost a third of buy-to-let landlords are unaware of upcoming mortgage interest tax relief changes, according to the Council of Mortgage Lenders.

20 Mar 2017

And the Winner of our Festive Front Door Competition is?

To celebrate the first anniversary of our mortgage service, HB&O Financial Services is launching a festive front door competition on social media.

21 Dec 16

HB&O Financial Services Charity Fundraising 

A group of Leamington financial advisers have been applauded following a mammoth month of charity fundraising.

9 Dec 16

All I want for Christmas - HB&O launches festive front door competition

To celebrate the first anniversary of our mortgage service, HB&O Financial Services is launching a festive front door competition on social media.

28 Nov 16

Run, Sleep and Help for Charity

Employees of Harrison Beale & Owen Financial Services will be sleeping on the streets and running next month to raise money for their chosen grant-giving charity, the Heart of England Community Foundation.

13 Oct 16

Your quick guide to developing a personal finance plan

Having a personal finance plan in place is essential to ensure you make the most of your wealth and make adequate provision for the future. Take a look at our financial planning overview which outlines the key things you should be considering as part of your financial plan.  

To find out more about how we can help you make the most of your money, please contact our Financial Services team on 01926 422292.

1 Sep 2016

Financial Advisers complete Prudential RideLondon 100

Congratulations to Jason Strain, managing director at Harrison Beale & Owen Financial Services in Leamington Spa and Anthony Baynham, an independent financial advisor with the firm for completing the Prudential RideLondon 100 event from 29-31 July 2016.

8 Aug 2016

Guide to how Brexit could affect your finances

Welcome to our Guide to how Brexit could affect your finances. The UK’s exit from the European Union after 43 years is now set to happen. The vote by a majority of British people to leave the European Union on Thursday 23 June represents a very significant decision for the UK, for the European Union and indeed for the wider global economy. The UK voted to leave the EU by 52% to 48%.

30 June 16

Financial Advisers tackle Rome Marathon

Three financial advisers are gearing up to tackle the Roman Gladiators’ Marathon Challenge to help raise funds for Midlands charity, The Myton Hospices.

01 Apr 16

Wealth Knowledge Newsletter

In this month’s Wealth Knowledge…A new personal savings allowance will allow individuals to earn up to £1,000 a year in interest tax-free. The 10% dividend tax credit has been replaced by a £5,000 annual allowance.

31 Mar 16