Pictured above: (l-r) Jason Strain, HB&O chartered
financial planner, with Tracey Hackett, managing director of
HB&O financial services
A leading Coventry and Warwickshire accountancy firm has added
another face to its expanding team.
Chartered accountants and financial advisors Harrison Beale and
Owen (HB&O) has just appointed chartered financial planner
Jason Strain at the firm which has offices in Leamington and
Coventry.
The 40-year-old joins the firm's financial services team after
spending the previous three years with a financial services
organisation in Leamington Spa. Prior to that, he had spent eight
years providing financial planning advice for high net worth
clients of Lloyds TSB Private Banking in Birmingham.
Now he will be responsible for providing independent financial
planning advice to HB&O's high net worth clients as well as
owners of small and medium sized businesses.
Jason, who is also a fellow of the Personal Finance Society,
said: "I was looking for a fresh challenge with a forward thinking
company and HB&O had everything I was looking for in an
employer.
"They are a professional organisation with chartered status and
I was keen to join the team of financial planners and accountants
here as soon as possible.
"I am now looking forward to getting down to the job and
providing the best possible service and advice to HB&O's
clients, new and old."
It is the sixth new appointment made by the accountancy firm in
the past two months as the company continues to develop its
experienced team and increase the comprehensive range of services
it provides.
Tracey Hackett, managing director of HB&O financial
services, said: "We are delighted to add someone as highly
qualified as Jason to our already experienced workforce.
"I have known Jason for a long time so I am sure he will settle
in very quickly and we are confident he will prove to be a big
asset to both HB&O and our clients."
For further information on HB&O, please visit their website:
www.hboltd.co.uk