About Us
D A Owen Chartered Accountants was founded in Royal Leamington Spa in the 1920’s. In 1986 a separate Partnership was formed to provide ongoing regulated holistic advice to its clients. Today, as Harrison Beale & Owen Financial Services, the firm continues to move with the times and within the HB&O Group, provides clients with a co-ordinated financial advisory service encompassing pension and investment planning, taxation advice, accountancy services, Will writing and trust advice.
We are a highly qualified team of Independent Financial Advisers, Para-planners and Administrators. Our experienced team of 10 has over 200 years of collective experience. We are all committed to on-going professional and personal development to ensure we can offer the very best care and service at all times. Indeed, our success, longevity and continued growth are the result of our emphasis on exceptional client care. For this reason we are regularly recommended by our existing clients.
We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). 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.
Harrison Beale and Owen Financial Services is committed to delivering exceptional service and creating bespoke financial strategies for our clients. We do this by truly understanding your needs both now and in the future and by working with you to find the most appropriate service that will fulfil your needs. We strive to ensure that as our client you have peace of mind that your financial strategy receives our very best care and attention at all times. Client care is central to our business and we provide clients with a confidential service they can trust to deliver on promises.
