Courtney Havers LLP

Independent Financial Adviser  Courtney Havers Llp, Tonbridge, Kent, TN11 0AG
First meeting at adviser's own cost
We are Experienced, Professional, Approachable and Friendly
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.8/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Ben Buhagiar
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

Accreditations
Chartered Financial Planner
Matt Webb DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Matt Tuffield DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Claire Hobbs APFS
Chartered Financial Planner
Ray Tuffield
Managing Partner
What our clients say
'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.'
Judith Jones & Bea Campbell, Yorkshire
'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.'
Gill Elvin, London
'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.'
Nigel Fellows, Tunbridge Wells
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.
Graham Bentley, London
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
Paul Massey, Tunbridge-Wells
About us

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.
Please go to our website <url hidden> for further information.

Our services

Provide Financial Security, Create and Preserve Wealth

Where to find us
Head office address: Courtney Havers Llp, 5A Valley Industries, Cuckoo Lane, Kent, Tonbridge, TN11 0AG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.8/10
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FCA authorised
Last authorised 25th May 2020

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