Having researched the IFA market within the North-West (and beyond), a most informative website led my wife and I to contact Haven and we are glad we did! From our first contact with Nick we were impressed by the professionalism and patience demonstrated in taking us through what we had feared would be a complex process.
We appreciated the honesty in which advice was imparted (eg leave some schemes with existing providers) together with the flexibility demonstrated in the final fee structure. Our experience was most positive and we have no hesitation in recommendingLimited should you be in need of financial planning advice.
I have been dealing with Mike Leigh at Haven for over 7 years after a series of bad experiences with other IFAs. I can confidently say that Mike and his team have exceeded my expectations. We plan, execute and monitor our financial plans together based on changing life goals and changing markets and then most importantly, review and adjust as required.
If you are looking for a top professional team to help you realise yourobjectives, I thoroughly recommend the guys at Haven.
Graham recently reviewed a privateplan for Jill and I and demonstrated expertise, integrity and thoroughness in guiding us to an appropriate solution for our needs. A really impressive service and we are very satisfied with the outcome of the process.
Graham has and continues to be a really good adviser. He takes time to explain the topics and will go over a subject from different angles when it is a complex. He has always been easy to access and responsive to requests for information or meetings. He keeps himself well informed on the markets for finance and investments.
What could your adviser do better? Difficult to point to anything that could be improved on at present. I have an excellent relationship with Graham and value it considerably.
“Perfectly Professional” is how I would describe working with Haven.
I have found Sue to be someone who knows the industry, people and processes; how things work and how to get things done. Haven take prompt action on any and all correspondence. It’s been invaluable for me to have been able to work with Haven and they have helped me tremendously.
Thank you so much Haven for your help and patience. I wanted to let you know it was all very much appreciated.
I’ve dealt with Gary Moore for a few years now and he never fails to impress.have an absolute genius in their ranks; Gary has helped navigate some pretty complex situations – and every time; the result has been A+
Having known Graham for more than ten years his sound advice has helped us to make the most of our and investments in our .
Graham recently reviewed a private plan for Jill and I and demonstrated expertise, integrity and thoroughness in guiding us to an appropriate solution for our needs. A really impressive service and we are very satisfied with the outcome of the process.
We recently met with Graham Slater and we were very impressed. He was punctual, personable and clearly an expert at giving complicated independent advice. He was thorough but explained things simply for us to understand. I’m so glad we are using him.
I have been dealing with Mike Leigh at Haven for over 7 years after a series of bad experiences with other IFAs. I can confidently say that Mike and his team have exceeded my expectations.
Graham explained relevant life cover on to me and that it could be put through the business.. Switching plans has given us a 51.4% saving! Well worth looking at. No hassle, no sales pressure just money saved.
Graham is honest and cares greatly with regard to my . He has always been pleasent and explains clearly and precisely where to invest. So far I have no worries.
Having researched the IFA market within the North-West (and beyond), a most informative website led my wife and I to contact Haven and we are glad we did! From our first contact with Nick we were impressed by the professionalism
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!
Haven IFA will be giving their support to St Ann’s Hospice’s Christmas Tree Collection throughout January 2021. We aim to raise funds to support their invaluable work for the community.