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Introducing Harrison, Beale and Owen

As one of the leading firms of chartered accountants and financial planners in the West Midlands, Harrison Beale & Owen is helping to relieve financial headaches in the region.  Setting new standards in the region’s financial services industry with their modern approach, the firm offers a comprehensive range of services and remedies to tackle all the key financial concerns faced by its client base.

They pride themselves on their reputation as the region’s ‘Complete Financial Service Centre’ – built on the ability to offer expert advice and guidance on a wide range of professional and personal financial matters. Their ‘More than just Bean Counters’ service offered to owner-managed businesses is based on in-depth financial and taxation knowledge and has helped many clients to financial success – including corporate, personal and not for profit entities.

Particular specialisms include:

• Independent Financial Advice – Chartered Financial Planners writing their own SIPPs and SSASs and acting as Pensioner Trustees 
• In-house Will writing, Trust and Estate Management Services
• Business acquisitions and disposals - advice and assistance
• Support for Not for Profit entities such as Charities

The firm, which has offices in Coventry and Leamington Spa, was formed in 2004 from the merger of Harrison Beale and D A Owen & Company. Both firms had experienced significant growth over the preceding five years and bringing the two together created a team of over 60 people with a wide range of relevant expertise.

With an increasing number of clients enquiring about working outside the UK, HB&O took the decision to become part of a wider group and, after considering a number of options, chose MGI for its reputation and wide geographical coverage.