Posted on: 25th March 2020
If we were in medieval times,would be receiving a knighthood this year. Why? Because we have reached our 21st year in business!
That’s right, since 1999, Haven IFA has been providing individuals in Greater Manchester with exceptional financial services. 21 years later, we are stronger than ever, and this is all thanks to our wonderful portfolio of clients.
In 2000, Haven welcomed Mike, who became director in 2006. We then welcomed Nick in 2001, who started as a PA before moving up to an IFA, then a director by 2006. Following this, we introduced Graham in 2005, who moved his way up to director in 2008.
Haven has had a number of homes in its history – starting in Altrincham before moving to Timperley and then more recently in 2017 to Brooklands where we underwent a full rebrand and a rebirth to one clear message: helping clients securing their financial futures. In 2018, we became a firm of Chartered Financial Planners showing our commitment to professionalism and being experts in our field.
The team has grown over the years as both our financial planning and admin team have got bigger as our clients increased. However, there has been little change in the team as the longest serving PA has been with us for 19 years and the average length of service is 11.4 years.
A word from Graham Slater
Haven IFA Limited started life back in 1999 out of some small offices above an estate agents on The Downs, Altrincham. The next 21 years have seen three further moves as we’ve continued to grow both in terms of Staff, Advisers and Clients. Indeed, we’re proud to say that we still have lots of loyal Clients that have been with us from the start!
We truly believe that our success comes down to putting our clients at the heart of all we do. Building strong, long term relationships with them has created excellent client retention levels and a very solid foundation for our ongoing success.