Our Wealth Management Process

Here at Haven we recognise that it can feel a bit daunting approaching any professional contact for the first time. What will they ask? How much will it cost? These are just a couple of questions people ask.

That’s why we have devised an easy to understand flowchart for you. It sets out the step by step approach we employ when meeting a client for the first time.

It starts with a Discovery Meeting to introduce Haven right through to the implementation of our recommendations, and most importantly our client review process.

We are happy to say that the first three stages of our advice process are entirely on us. If you decide that you do not wish to proceed with our recommendations, once presented, then you are under no obligation to do so.

Only once recommendations have been accepted by you will we agree a suitable remuneration package which will be tailored in line with the level of ongoing service you will require in the future. Please see our brochure “How our service works for you” for full detail on the packages available.

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We hope this helps paint a picture of what you can expect from us and our service proposition. Should you have any unanswered questions or concerns please don’t hesitate to get in contact and we will be happy to be of help.
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