What our clients say
Courtney Havers gave me independent financial advice on transferring a Guaranteed Minimum Pension policy. Without their professional expertise navigating road blocks, the transfer would not have successfully taken place. My special thanks to Ben Buhagiar who provided a first class service
Running an investment business myself, I’m keenly aware of the value of independent, high-quality financial planning advice, delivered at a sensible cost. It requires deep technical expertise, along with constant monitoring of changing rules and regulations. Ray and the team have a clear understanding of what I want to achieve, while at the same time identifying needs and factoring in ideas I haven’t thought of. Most especially, they explain complex issues in an uncomplicated way – meetings feel like a conversation with a friend, rather than adviser and client. I can highly recommend them.
'Wells have worked closely with Ray and his team for several years and have been extremely happy with the professional, timely and friendly service that they provide to us and our clients.'
'My partner and I have been clients of Courtney Havers for over 20 years. They have an experienced team of advisers who over the years have proven to have an extensive knowledge of financial markets. The reports we receive are thorough, clear and comprehensive but the 'icing on the cake' is the warm, friendly way the advisers have supported, reassured and help us deal with our changing financial circumstances in what has often been a daunting and gloomy financial outlook. My partner and I have benefited significantly from the personal support and financial advice that Courtney Havers has consistently given us over the years we have been their clients.'
'The service and quality of advice provided by the team at Courtney Havers has been excellent. It's refreshing to deal with a firm of advisers who are very approachable, down to earth and do not bamboozle us with jargon. We definitely feel that we are in reliable and professional hands.'
Courtney Havers was founded in 1990 and we are Independent Financial Advisers, working for people who need genuine, comprehensive and unbiased advice to enable them to achieve their financial goals. Our reputation for being approachable and down to earth has earned us many clients who have remained with us over many years, ranging from individuals and family businesses to expanding PLCs. Loyalty and confidence are inspired by over 70 years collective experience between our advisers in all aspects of personal and corporate financial planning.
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