Financial Advice – Our Service Level Proposition

Here at Haven we passionately believe that listening to your financial objectives and finding the most suitable solutions to meet them is just the start of the process.

Once solutions have been implemented we will agree with you the method and regularity of future contact you would like with your advisor to ensure that you remain on track with regards your financial planning in the years to come.

We offer three broad levels of service:

Transactional

This is a client driven ongoing relationship where we will respond to your needs, as required, mainly via email, and telephone.

Advisory

The is an Advisor driven relationship where we will contact you on a annual basis to arrange a face to face meeting to review your ongoing needs and assess whether your plans remain ideal to ensure you keep on track. Areas like a regular review of your attitude to risk will be a feature of this process.

Wealth

This will be a similar relationship as described in ‘Advisory’ above. However it will be individually tailored to meet your specific needs. You may, for example, require more regular contact or a tighter hold on the valuation of your portfolio.

Your personal advisor will discuss and agree the service level that best suit your needs. For further details please download the following summaries of our on going promises to you for the three service levels available:

Service Proposition Transactional Document

Service Proposition Advisory Document

Service Proposition Wealth Document

Our Client Agreement is also available for download.