HB&O Team
Rob Kendall - Managing Director
- Early 50’s, married with two grown up sons who still look to Dad for help (and money) and a manic retriever who likes trapping the Postman!
- Always looking to win - be it personally or for a client
- Working hard at reducing his golfing handicap
- "Archers Addict" with a love for Cornwall and Ireland
- Current/ongoing exposure to all property issues, commercial and domestic have added to his broad knowledge of business in general
- Leading the team to greater heights for clients and employees alike.
Phil Ewing - Director (Coventry)
- Mid 40s, married, double income no kids, one elderly cat to keep the household in order
- Armchair sportsman, wishes he could have scored 30 goals a season for Coventry City
- Enjoys singing (if only in the bath), walking in glorious scenery (Northern Norway and Alpes Maritime most recently) and a good pint of real ale
- Specialises in getting the systems in place, the finance under control and ensuring that the people in the business all work as a team (HB&O and all clients) for mutual benefit
- Helping the growing business fulfill its potential is one of his skills
- Planning for succession of ownership is a passion too.
Marie Bawden - Director (Leamington)
- Early 40's, married with one young daughter who's at the "exploring" stage
- Liverpool FC and Warwickshire County Cricket are two of her passions outside work
- Keen linguist - learnt Italian to be able to converse better with a foreign based client
- Heavily into people development and helping businesses to improve their accounting and IT systems
- Ensures compliance with legislation but with understanding of the wider benefits
- Charities and Not for Profit sector are a specialilty.
Andy Farren - Tax Director
- Mid 40's, married, no kids, no pets but lots of junk relating to cars (according to wife)
- Hoped to be the next Damon Hill - unfortunately wife didn't
- Thinks of himself as wine connoisseur but more interested in quantity over quality after a second glass
- Enjoys spending time in the West Country and at various motor racing circuits
- Specialist in tax advice in relation to specific business transactions and overall strategy
- Always considers planning matters from a broad commercial and client wealth perspective
Tracey Hackett - Managing Director of HB&O Financial Services
- Mid 40's with one daughter well settled into University life
- Enjoys sports and persistently gets beaten by daughter at most of them
- Joined D A Owen & Co 17 years ago (now HB&O Financial Services) from the West Country and still admits to missing the sea
- Past President of Insurance Institute of Coventry and actively promotes professionalism through examination within Financial Services
- Strong advocate of holistic financial planning from cradle to grave with particular expertise in Self Invested Pensions
Mark Ashfield - Director (Leamington)
- Married, to a Geordie fraud investigator, mid 30's, no kids but big mortgage
- EBay addict
- Living through and in a property renovation project in Worcester, slowly becoming a DIY expert
- Lifelong Liverpool FC supporter, still hoping for the season ticket offer after 9 years of being on the waiting list
- Black Country origins, the accent is still there!!
- Specialist in Audit/Accountancy
- Enjoys social gatherings and a drink or two. Keen snooker player - the century break still eludes him though, regular at the Crucible but to date only as a spectator. 2 time HB&O Golf champion.
Colin Beale - Non-executive Director
- Married, no children
- Founded Harrison Beale in 1974
- Globe trotting business adviser, specialising particularly in getting SMEs to do business successfully with multi nationals across the world (most recently Japan, Australia and USA)
- Enjoys fine wines, all sports (non Executive Director of Coachwise), and seeing the best life can offer
Peter Horgan - Consultant
- Built D A Owen from the early 1980s to merger in 2004
- Business is an all consuming passion
- Follows Rugby Union worldwide
- All things automobile are a passion, particularly MG cars
Iain Goddard - Consultant
- Married with two grown up children, both into scientific study
- Specialises in issues affecting the professional business sector in particular - Doctors, Dentists, Solicitors and Surveyors
- Qualified as a chartered tax adviser as well as an accountant ensuring his advice is as broad as it is deep
- Enjoys fine cuisine, keeping fit, ballroom dancing and travelling the world.
Jo Leppard - Consultant - Harrison Beale & Owen Management Services
- Married with three teenage children
- Audit and accounts expertise have been gained in London and New York and rounded off in Leamington Spa
- This background has developed her expertise in both the large corporate sector and in smaller businesses
John Walton - Associate Director - Small Business
- Married with a young son and four grown up step children
- The trials and tribulations of Coventry City feature in his life outside work, also a keen interest in cricket and sport in general
- Smaller non corporate businesses and related personal tax issues are where his knowledge are of significant impact
HB&O Financial Services
Chris Soborowski - Associate Director Financial Services
- Not yet old enough to join SAGA
- Married with two daughters - That's where all the money goes!
- Has worked within the Financial Services industry for over 25 years
- Specialises in wealth creation and investment portfolio construction
- Assists solicitors with pension sharing orders
Peter Preece - Associate Director Financial Services
- Fifty something, married with one of each
- Thirty plus years specialising in Personal Financial Planning
- Former England rugby international/President of Leamington Rugby Club
- Passion for travel, explore new ground
- Both adult children in sporting careers
Chris Spradbery - Consultant
- Married with two grown up children and four grandchildren, including recent triplets
- Started his career in financial services over thirty six years ago; the last twenty as Managing Partner of D A Owen & Co Financial Services, prior to the recent reorganisation
- Enjoys ballroom dancing & is a keen aviator, having gained his pilots licence three years ago