Wealth Management

When you’ve worked hard to make your business a success, we can help you protect the wealth that you have earned and make sure it delivers maximum benefit to you.

Our Independent Financial Adviser team at HB&O Financial Services offers financial planning and wealth management advice tailored to your personal and business financial circumstances, your priorities and risk tolerance. We are independent of any financial product provider and our advice is based entirely on your best interests. 

Services provided by HB&O Financial Services include:

  • Life, income protection and critical illness insurance
  • Investments
  • Retirement planning and business exit strategie
  • Inheritance tax planning
  • Estate management
  • Auto-enrolment and workplace pensions
  • Directors’ share protection
  • Keyman insurance
  • Corporate investments
  • Staff benefit packages

Whether you're running a small, family or owner-managed business or a major company, we'll work with you to put in place strategies designed to create and protect your short and long-term financial security.

Find out more about HB&O Financial Services