HB&O Financial Services awarded Chartered Status
A Coventry and Warwickshire accountancy and financial services firm has become one of only 150 practices in the country to achieve Chartered Financial Planners status.
The Chartered Insurance Institute (CII) has awarded the prestigious title to Harrison, Beale and Owen Financial Services which has offices in Leamington Spa and Coventry city centre.
Chartered status is an exclusive title, only awarded to firms offering financial advice which meet rigorous criteria relating to professionalism and capability.
HB&O Financial Services specialises in providing advice on all types of pensions, investment and financial protection for individuals and businesses.
Tracey Hackett, managing director of the financial services division, and associate director Chris Soborowski have both already achieved individual Chartered status.
Tracey said: “Professional financial advice firms play a pivotal role in maintaining and enhancing the investments and financial security of individuals and businesses.
“We have always prided ourselves on being thoroughly professional in everything we do, and to receive this gold standard of external recognition is very gratifying.
“Less than 150 financial services firms in the country have achieved this award and it is very pleasing to be the only firm of chartered accountants and business advisers in Coventry and Warwickshire to be granted this honour.
“As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.
“Being totally independent is very important, allowing us to offer clients exactly what they need.
“HB&O is well-know for its ‘one-stop-shop’ capabilities, covering a wide range of issues from starting, running and selling a business to in-depth financial and taxation advice and it’s great to receive another mark of professionalism which will be recognised by clients.”
PICTURED: Tracey Hackett, managing director of the HB&O financial services division