HB&O Financial Services Asset Profile

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Year established

2005

Location

Primary Industry

Financial Services

About

Founded in 2005 and based in the UK, D A Owen Financial Services Ltd, trading as HB&O Financial Services, operates as a financial services company that provides chartered services. In October 2022, Wren Sterling Financial Planning Limited acquired D A Owen Financial Services Ltd. The company serves more than 850 clients as of 2022. The company provides financial advisory services including inheritance tax, investments, pensions, protection and insurance, mortgages, and employer and employee benefits for the retirement plan. The firm also offers its clients personal finance guides such as wealth development, family protection, financial wealth building, investment resolutions, pension consolidation, and more.

Current Investors

Wren Sterling Financial Planning Limited

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Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services, Investment Banking

Website

www.hbofs.co.uk

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	HB&O Financial Services	06 Oct 2022

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