Our sister company, HB&O Financial Services, can help you set your personal financial goals and give you the direction to achieve them.

Working closely with our team at HB&O, our financial advisors in Coventry and Leamington Spa five-step method starts at an initial discovery session and leads to an ongoing monitoring of your portfolio’s performance. From pensions and investments to mortgages and Inheritance Tax advice, our independent financial advisors in Coventry and Leamington Spa at HB&O Financial Services can help you improve your financial wellbeing and plan for a comfortable financial future.

Any strategy and portfolio of investments will be based on your individual goals and adapted over time to accommodate changing needs and circumstances.