• AboutHaven IFA
  • Meet your Local Financial Advisers at Haven IFAThe Haven IFA Team
  • Life StoriesOur client’s stories
  • Services What we have to offer
    • Pensions and Retirement PlanningA pension is a long-term investment
    • Investments and Savings AdviceSecure your financial future
    • Inheritance Tax PlanningValue of Inheritance
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  • Financial Advice BlogOur latest articles
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Haven IFA Ltd

Meet your Local Financial Advisers at Haven IFA

When planning for the future, whether it be a personal matter or for your business, your circumstances are unique. Having the right team to support and guide you is important, but it’s just as important to know who you may be dealing with. The team at Haven IFA are experts in a variety of financial planning services and are here to tailor them to your needs.

Investment & Savings Advice

Here at Haven IFA, we’re constantly monitoring and analysing the market.

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Pension & Retirement Advice

Today there are a number of tax efficient ways of providing for a comfortable retirement.

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Inheritance Tax Planning

There are dozens of options available for effectively reducing the size of your taxable estate.

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Graham started his career at Halifax in 1989 and became a Senior Financial Adviser in Greater Manchester after qualifying in 1996. In February 2005 he… Read More...

Graham Slater

Director & Independent Financial Advisor
Nick began his financial services career back in 1987. His first job was in South Manchester working as a District Agent for the Prudential Assurance… Read More...

Nick Dando

Director & Independent Financial Advisor
Mike’s career started in financial services back in 1988, working for leading insurer, the CIS. From there he joined the Halifax Building Society where he… Read More...

Mike Leigh

Director & Independent Financial Advisor
With 34 years’ experience in financial services, Sue advises in all areas of Financial Planning including protection, taxation, investments, and pensions (inc. final salary/defined arrangements.)… Read More...

Sue Campion

Independent Financial Adviser
Paul has a wealth of experience in financial services having started his career in 1991 as a Pensions Adviser with Norwich Union. He then moved… Read More...

Paul Campion

Independent Financial Adviser
Gary’s career in Financial Services began in 1988 when he joined Lloyds Bank Plc. After passing his Banking Institute exams, he joined Bradford & Bingley… Read More...

Gary Moore

Independent Financial Adviser
Greg is a Chartered Financial Planner and an Associate of the Personal Finance Society with over ten years industry experience. He joined Haven IFA Ltd… Read More...

Greg Whitfield

Independent Financial Adviser
Anthony graduated from Manchester Metropolitan University in 2015, with a 2:1 in Financial Services, Planning and Management. After enjoying some much-deserved time off, he joined… Read More...

Anthony Murphy

Personal Assistant
After moving from Milan to Manchester in 2013, Anum studied a Foundation Degree in Business and Management. She then graduated from Manchester Metropolitan University in… Read More...

Anum Sabhani

Personal Assistant
Leanne’s career started in the financial sector back in 1999 when she started working for Bankhall. Two years with the company made her realise she… Read More...

Leanne Gillam

Personal Assistant
Samm began her career at Prudential Assurance in 1990 where she worked in the Corporate Pensions Department. There, she administered the company money purchase and… Read More...

Samm Smith

Personal Assistant

Our Accreditations

Financial Conduct Authority

The Financial Conduct Authority is the conduct regulator for 56,000 financial services firms. Haven IFA being one of these. www.fca.org.uk

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

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.

Personal Finance Society

As a member of the Personal Finance Society we are associated with high standards of professionalism.
www.thepfs.org

Personal Pension Transfer Gold Standard

By committing to the Pension Transfer Gold Standard, clients can relax knowing they’re in good hands when it comes to defined benefit transfer services.

Read our blog and follow us socially

Calls for mandatory advice for accessing pensions

Baroness Greengross, who sits on the Inter-generational select committee, has called for the government to…

UK pensioners to run out of money more than 10 years before they die

Warnings are being made regarding pensions, stating that pensioners may find themselves in dire situations…

Backto60: High Court reviews government handling of equalisation

Last week, campaign group BackTo60 made their way to the High Court for a judicial…

Pension Planning when you’re self-employed

If you are self-employed, saving into a pension can be a difficult habit to get…
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Haven IFA Ltd

Independent Financial Advisers
Unit 6 Brooklands Place
Brooklands Road
Sale
Cheshire
M33 3SD

Tel: 0161 495 9340
Email: enquiries@havenifa.co.uk

Talk to us

Haven IFA LTD is authorised and regulated by the Financial Conduct Authority. Company registered in England and Wales. No.05562869.
Registered Address: Haven IFA Ltd, Unit 6, Brooklands Place, Brooklands Road, Sale, Cheshire, M33 3SD
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