Flint Bishop

Extra numbers for accounts - HB&O

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

 

 

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Article published by Midlands Business News on 9 December, 2010

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