Life Insurance
Find and secure the ideal life insurance for total peace of mind with the help of our independent financial advisors. Whether looking to take out a policy or simply concerned that your existing policy doesn’t offer the level of coverage you need, we’ll help you cover yourself and those closest to you with total life-long protection.
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Pensions
Comprehensive, impartial advice on all aspects of pensions and retirement savings. Whether it’s understanding the available options as you approach retirement or considering an early start at a young age, we scour the market to locate and advise on the very best pension plans and programs. If you’re struggling to get to grips with the Gov’s new pension rules, our helpful team will guide you through the details.
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Mortgages
From first-time buyers to seasoned property investors, Haven IFA offers comprehensive advice on all aspects of mortgage borrowing. Whether it’s seeking the best deal on a new home purchase or considering a cost-saving switch to an alternative lender, we’ll both show you the way and guide you through the process. If there’s an outstanding deal out there to be found, we’ll make sure it doesn’t pass you by.
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Located in Sale, Cheshire Haven IFA offer a new standard in comprehensive, impartial and accessible financial advice. Please email or call us for any advice or questions you may have regarding pensions, investments or life assurance. enquiry@havenifa.co.uk
Tax Planning
Discover how advance planning can significantly reduce the size of your taxable estates, in order to avoid excessive inheritance taxation. Protect your assets and minimise IHT liability with our impartial, objective and highly valuable advice.
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Savings & Investments
Unsure where to invest your money without taking unnecessary risks? Curious as to what kind of investment options are available to you? Only have a small amount to invest and chasing a healthy return? We offer independent advice for investors and savers at all levels, helping you ensure your money works as hard as possible for you.
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Auto-Enrolment
If you’re an employer with fewer than 50 members of staff, legislation states that you must automatically enrol qualifying employees in a qualifying workplace pension scheme. Speak to Haven IFA to ensure both full legal compliance and the provision of mutually beneficial schemes for your business and its workforce.
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Located in Sale, Haven IFA has over the years helped thousands of people across Cheshire, Manchester and the North West better understand both their financial positions and the options available to them. Call us today to see how we can help 0161 495 9340
Welcome to Haven IFA
Our combined expertise covers everything from first-time mortgage applications to high-level investment portfolios and so much more. We’re also proud to offer uncomplicated, unbiased and yet wholly uncompromising advice on pension savings and retirement options, in order to help our clients make the most of their savings and their future.
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.
But beyond our qualifications and backgrounds, 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 would be delighted to hear from you – call 0161 495 9340 or complete the contact form and we’ll get back to you.
Our Accreditations
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Personal Finance Society
As a member of the Personal Finance Society we are associated with high standards of professionalism. http://www.thepfs.org/
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Independent Financial Adviser
We are proud to say we are totally Independant Financial Advisers. This means we are free to make suitable recommendations from the whole of the market.
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Financial Conduct Authority
The Financial Conduct Authority is the conduct regulator for 56,000 financial services firms. Haven IFA being one of these. www.fac.org.uk
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Chartered Financial Planners
The Chartered logo is your visual symbol of our corporate chartered status. It is a recognition of our professionalism and achievement. www.cii.co.uk
Read our blog
One in Eight Individuals are predicted to Retire without a Pension this Year
New research has found that one-in-eight (12 per cent) of people retiring this year haven’t… read more >>
Posted on 20th April 2018
Pensions Vs ISAs: Where should I Invest?
If you wish to invest for the future, should you choose a pension or Individual… read more >>
Posted on 16th April 2018
Women need to be Engaging with their Pension Pots
The issue of women saving less than men for their pension is a problem the… read more >>