She wanted to understand how much each one was worth and how to make the best use of them in order to secure her financial future in retirement with her. He had been a member of the company final salary pension scheme for many years, and thought he would have to continue to work until the normal retirement age of.
They had increasingly felt the amount of paperwork they had to deal with each year was becoming more and more of a burden. They had built up significant funds over. 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!
They had increasingly felt the amount of paperwork they had to deal with each year was becoming more and more of a burden. They had built up significant funds over. 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!
Services
Located in Sale, Cheshire Haven IFA offer a new standard in comprehensive, impartial and accessible financial advice. The Haven IFA Team has a wealth of experience across our advisers in all aspects of financial advice.
We provide financial advice to both individuals and companies on all aspects of financial planning, through a long-term approach of fully understanding our clients' needs, wants and aspirations, prioritising objectives, and developing appropriate strategies.
We provide financial advice to both individuals and companies on all aspects of financial planning, through a long-term approach of fully understanding our clients' needs, wants and aspirations, prioritising objectives, and developing appropriate strategies.
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.
When it comes to providing for the future, too many people are doing too little too late. Your retirement should be a time to make the most of life. Putting away even a small sum early on can make a big difference to the lifestyle you enjoy when you retire. The golden rule is not to rely on the state pension alone.
To secure your financial future, it's vital to create and maintain the right investment strategy for you. Whether it's keeping a little to one side for a rainy day or investing heavily in a future of potential wealth, Haven IFA can provide the quality advice, comprehensive investment solutions and ongoing service to help you secure your financial future.
Today's children are growing up in a very different and challenging financial world. With the right foresight and planning, you can control how much of your estate passes on to your family and loved ones, without having to pay excessive inheritance tax. At the time of your death, all of your remaining assets become known as your estate.
Reviews (8)
Al Price
Oct 21, 2017
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David Dyble
Sep 26, 2017
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I have dealt with Haven IFA for many years ... All the staff are knowledgable regarding financial matters , each with their own subject specialities , so they can either deal with matters themselves or refer your interest to another colleague .Either way they get things achieved efficiently and to your satifaction . My challenges have been varied from myself and my wife , and via recommendations (because of our experiences) to several members of my family ... all happy and satisfied customers . The team ARE a team , they are keen , and their results show it .
Crawford Mack
Sep 13, 2017
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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 your investment objectives, I can thoroughly recommend the guys at Haven.
Amanda Streak
Sep 05, 2017
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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 already recommended Haven to a colleague and am confident we have set ourselves on the right path. Looking forward to the future.
Chido
Aug 06, 2017
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Michael Carroll
Aug 03, 2017
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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 given that we were seeking advice on pensions that had been built up over a combined / cumulative period of c50 years and numerous employers. Nick took us through each stage of the process – review, valuation and recommendation – with great clarity and with a “no pressure”
Jason Walker
Aug 02, 2017
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Ralph Watson
Dec 14, 2016
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