• 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
  • TestimonialsSee what our clients have to say
  • Financial Advice BlogOur latest articles
  • Client PortalPersonal Finance Portal
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    • Investments and Savings Advice
    • Inheritance Tax Planning
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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.

Learn More…

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.

Learn More…

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

Greg Whitfield

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

Gary Moore

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

Paul Campion

Independent Financial Adviser
Over 35 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

Sue Campion

Independent Financial Adviser
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

Graham Slater

Director & Independent Financial Adviser
Nick began his financial services career back in 1987. His first job was based in Altrincham working as a District Agent for the Prudential. He… Read More...
Nick Dando

Nick Dando

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

Mike Leigh

Director & 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

Anthony Murphy

Trainee Paraplanner
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

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

Samm Smith

Personal Assistant
Kyle began his career fresh from College in 2013 at Mercedes-Benz, predominantly influenced by his love of cars, as an apprentice Customer Service Executive and… Read More...
Kyle Acton

Kyle Acton

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.

21 years

Haven IFA are celebrating more than 21 years in business

Read our blog and follow us socially

pension fees

Are You Losing Thousands Because of an Old Pension?

If you are among the many that opened a defined contribution (DC) pension at some…
minimising inheritance tax

Minimising the Inheritance Tax Bill

Mitigating inheritance tax is not just something reserved for the super-wealthy. High net worth individuals…
enterprise investment scheme

EIS and the Tax Planning Solution

Alongside the traditional ways to reduce inheritance tax, many clients have viewed an enterprise investment…
alternatives to pensions

What are the Alternatives to Pensions?

Not everybody qualifies for a workplace or state pension, which makes understanding what other alternatives…
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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
    @HAVEN IFA LIMITED | legal | site map | Financial Ombudsman | Website Design & Internet Marketing by www.searchandmore.co.uk
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