Wealth management services

Through our Wealth Management Service, HB&O Financial Services can help you approach your future with confidence and stay on track to achieve your goals.

With our service, you remain in control of your finances, supported by a Wealth Management Adviser with a thorough understanding of your personal financial circumstances and a team of highly qualified technical, strategic and investment specialists, administration support and professional standards experts.

You will receive ongoing personal service and advice, with direct access to your adviser for a prompt response to questions and requests and meetings scheduled to meet your needs.

In return, we ask that you tell your adviser about any material changes to your financial or personal circumstances, enabling them to make recommendations on any necessary adjustments to your strategy or to help you take advantage of new opportunities.

Your adviser will also alert you to external issues, such as changes in legislation, which may enhance your position and respond to and manage changes that could have a negative impact.

Our Wealth Management Service includes:

  • investment strategy: our aim is to maximise your investment returns by matching your financial strategy to your risk profile and objectives
  • financial strategy service: an annual review of your financial position, objectives and strategy
  • second opinion service: unlimited phone or email access to your adviser, to provide a second opinion on financial information of interest to you
  • e-letters: email bulletins keeping you up to date with any issues relevant to your portfolio and financial strategy
  • professional services: we provide relevant updates, including end of year tax information, to your accountants, solicitors, stockbrokers and other professional advisers when requested. Where you need professional advice not available within HB&O, we can recommend professionals from our strategic partners.

If you would like further information or a no cost/obligation meeting, please contact our team.

Download our Wealth Management brochure: Helping you plan for the future, today