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! 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 recommending Haven IFA Limited should you be in need of financial planning advice.
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! 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 recommending Haven IFA Limited should you be in need of financial planning advice.
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 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.
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 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.
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.
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.
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.
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.
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.
Most pensions benefit from considerable tax breaks, and you can even contribute to your pension if you don't work.
There are many different tax efficient pension schemes available, but they all have the same aim - to help you save money and provide you with a comfortable income in retirement.
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.
Most pensions benefit from considerable tax breaks, and you can even contribute to your pension if you don't work.
There are many different tax efficient pension schemes available, but they all have the same aim - to help you save money and provide you with a comfortable income in retirement.
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.
With such a wide variety of investments and savings advice out there, it can be difficult to know where to start when it comes to looking after your money.
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.
With such a wide variety of investments and savings advice out there, it can be difficult to know where to start when it comes to looking after your money.
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.
Your estate can be passed on to your spouse or civil partner without inheritance tax (IHT) implications.
But if your assets are left to other family members, such as children, or anyone else, inheritance tax is payable if the value of the assets exceeds the government's specified threshold.
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.
Your estate can be passed on to your spouse or civil partner without inheritance tax (IHT) implications.
But if your assets are left to other family members, such as children, or anyone else, inheritance tax is payable if the value of the assets exceeds the government's specified threshold.
Reviews
Be the first to review Haven IFA.
Write a Review
