Practising the science of Business for the art of being successful
Independent Financial Advice provided by Chartered Financial Planners
Via our Independent Financial Advisory arm - Harrison Beale & Owen Financial Services we are able to provide you with the best possible advice on all your personal investment, pension and protection issues.
Harrison Beale & Owen Financial Services has 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.
This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice so you can be confident that you are dealing with one the UK's leading firms and one that is wholly committed to providing you with the best possible advice, service and support.
Our team of expert advisers can help you with:
- Self Investment Personal Pensions (SIPPs)
- Small Self Administered Pension Schemes (SSASs)
- Corporate & Personal Pension Schemes - set up and transfer
- Basic Financial Healthchecks/Holistic Financial Planning
- Lump Sum Investments/Regular Savings & Investment
- Portfolio Management
- Life Protection/Critical Illness Cover
- Long Term Care Planning
- Mortgages
Being totally independent we are able to utilise the entire investment market in advising you on what is best for your needs, unlike a tied or multi-tied adviser who can only recommend a certain company/companies' products.
Our service is primarily based on charging fees for the advice given which means that there is no suggestion of a conflict of interest whereby commission generated could hamper the quality of our advice or our independence. Commission may be used at the end of the day to settle the fees but it will not dictate the nature of advice given.
Please contact Tracey Hackett or Chris Soborowski to arrange a no cost/obligation meeting for you with one of our experts for the highest quality independent financial advice in the region.