There are numerous tax efficient ways to provide a comfortable retirement. But finding the most appropriate for you requires a detailed understanding of your circumstances, tax position, employment status etc.
Here at Haven IFA, we are constantly monitoring and analysing the market, to pinpoint the most outstanding, rewarding and appropriate savings products and packages available for our clients.
There are dozens of options available for effectively reducing the size of your taxable estate. At Haven, we can help you find the right one to minimise the impact of inheritance tax planning.
Haven offer fully independent financial advice across the complete range of financial solutions.
Located in Sale, Cheshire, our goal is to help you make the most of your savings and your future. We’re proud to offer uncomplicated, unbiased and yet wholly uncompromising advice on pension savings and retirement options. And we promise to give you all the information you need, in a language that you will understand!
The Haven IFA team of highly qualified consultants combine expertise in all areas of financial advice, from first-time mortgage applications to high-level investment portfolios, life insurance, and so much more.
Whether it’s getting a head start on pension saving at the age of 20 or exploring last-minute investment options at the age of 60, Haven IFA has unrivalled knowledge, experience and passion for what we do.
We specialise in managing retirement and investment portfolios, reviewing existing arrangements and creating bespoke life plans to suit your goals. We are also fully qualified to provide Final Salary / Defined Benefit pension advice and have considerable experience in this area of advice planning
Beyond our qualifications and backgrounds, though, we let the advice we offer and the reputation we’ve built do the talking. We’re always on-hand to arrange no-obligation meetings to discuss your needs, or simply highlight one or two options of benefit to your financial future.
The Haven IFA team are here to help you and are always happy to talk to you, on 0161 495 9340 or simply complete the contact form and we’ll get back to you.
Our highly qualified team at Haven IFA have a wealth of experience. We specialise in building long standing client/adviser relationships. Real people’s needs are at the centre of everything we do.
We always look to find the best solutions for your needs by carefully listening to your objectives, then researching across all the appropriate markets, in order to provide understandable solutions to help you achieve your goals.
We find investment solutions that directly meet your needs and back this up with a robust review service through both good and more difficult times.
Our goal is to secure our clients financial futures, and to stay with them through the different stages of their lives. It must work, most of our clients have been with us for at least 9 years!