D.A Owen Financial Services Limited
Highdown House
11 Highdown Road
Leamington Spa
CV31 1XT
HB&O Financial Services is home to an experienced team of advisers whose main objective is to help you make the most of your money.
When it comes to your financial health, we believe in looking at the full picture. In developing your financial plans, we'll look at all aspects of your personal and business life, where you are now and where you want to be in the future. We will tailor our financial planning solutions to your individual needs and help you make the most of your finances as your circumstances change.
Our approach has helped hundreds of clients achieve their short, medium and longer-term financial goals in the most appropriate way and we’d be delighted to help you too.
Harrison Beale & Owen Financial Services is a trading style of D A Owen Financial Services Ltd.
Registered in England & Wales No. 05371139 Authorised and regulated by the Financial Conduct Authority No. 433905.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.