HB&O Financial Services sponsors Leamington Half Marathon!

Leamington-based company Raceways Events which organise running and triathlon events in Warwickshire have been sponsored by HB&O Financial Services. All proceeds go to charity Kids Run Free who currently organise park running programmes for children in over 30 locations in the UK.

The Leamington Spa Half Marathon launched in 2018 with 2,000 entries in its first year and 300 in the kids fun run. Between 2,000–4,000 runners are expected to take part in the race on Sunday 7th July 2019. The course is traffic-free and extremely scenic, starting and finishing in the heart of Leamington Spa and takes you through scenic villages in the beautiful Warwickshire countryside.

The Royal Pump Room Gardens will be home to the Event Village where friends and family can cheer on runners and for the kids, there will be a kids zone with mini-Olympic style activities. HB&O Financial Services will have their own promotional gazebo in the Event Village where you can meet some of our staff, play our buzz wire games and even be in with a chance of winning some sweet treats!

To enter the half marathon or kids fun run, please visit Raceways website: http://www.leamingtonspahalfmarathon.co.uk/. To support the runners (and friends and family) of this years Leamington Half Marathon, our standard mortgage arrangement fee will be discounted from £295 to £99 when quoting ‘LHM19’. Please contact our Mortgage Specialist Ian Chetwynd for more information by calling 01926 422292 or via email at Ian.Chetwynd@hbofs.co.uk. As Independent Mortgage Advisers, we can provide advice on every aspect of the mortgage process, including but not limited to mortgages, re-mortgages, life assurance and home insurance.

HB&O Financial Services awarded Pension Transfer Gold Standard

We are delighted to announce that we have been awarded Gold Standard for Pension Transfer Advice.

What is the Pension Transfer Gold Standard?

The Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society, has established a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice – the ‘Gold Standard’.

In addition to the standard financial advice rules and regulations, we, as a Pension Transfer Gold Standard firm, also commit to the following nine principles:

1. Helping clients understand when advice is appropriate
2. Ensuring advice given supports the clients overall wellbeing in the context of their stated objectives
3. Ensuring client understanding and acceptance of all charges
4. Ensuring the most appropriate and updated technical skills are applied
5. Transparent management of Conflicts of Interest
6. Helping clients understanding the cost of transferring benefits
7. Avoiding unregulated investments and introducers
8. Transparency in advice processes and outcomes
9. Promoting the Consumer Guide to the Pension Transfer Gold Standard 

Read the Pension Transfer Gold Standard Consumer Guide here:

If you are considering transferring your pension scheme, please contact us for professional and ‘Gold Standard’ pension transfer advice.

HB&O Financial Services raise funds for local charity ‘Guys Gift’

The HB&O Financial Services team will be taking part in the Milton Keynes Marathon race weekend in May which includes a full marathon, half marathon and superhero fun run!

The event will be raising money for local charity ‘Guys Gift’ which is a registered charity providing support for bereaved children, young people and their families in Warwickshire following the death of a parent, sibling or other significant person in their life. If you would like to read more about the charity, please visit their website: http://www.guysgift.co.uk

The team are hoping for some donations in order for them to raise their target of £2,000. If you would like to donate to support the team, please visit our Virgin Money Giving page here: https://uk.virginmoneygiving.com/Team/HBOFinancialServices

Jason Strain, Managing Director at HB&O Financial Services commented on the event ahead, he said: “The staff at HB&O are always willing to demonstrate support for such a worthy cause as Guys Gift. We are all looking forward to taking part in the race weekend and are hoping to continue to raise further funds over the following weeks for the charity!”

Joining Jason in the race weekend is Anthony Baynham and David Stokes running the full marathon, Ian Chetwynd, Jo Barrett, Alexandra Styles and Lucy Talbot running the half marathon and Thomas Dawe, Tom Driver, Kerry Ruane, Robert Dimbleby, Katherine Neal, Bethany Anderson and Julie Talbot taking part in the superhero fun run with their families.

Lisbeth Bakewell, Service Manager at Guys Gift said: “Here at Guy’s Gift we are grateful for the fundraising support from HB&O Financial Services. As a small, local charity support from within our community is fantastic and goes a long way towards providing bereavement support for children, young people and their families.

Over the past 10 years we have seen referrals for support grow, we now receive requests from over 300 individuals on an annual basis. Support is provided through a tailored approach. This may be group support, one to one counselling, offering advice and guidance, or a combination of these.

This fantastic fundraising support helps us to provide specialist support to those who need it, when it is most needed.”