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Haven Asset Management

Restricted - Whole of Market  Pant Y Goytre, NP7 9BB
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FCA authorised
Last authorised 3rd May 2021
Providing you with help every step of the way
We can advise you on
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Income protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MRS Oonagh Bastille
Tax Planner
About us

End of Life Planning – Providing you with help every step of the way

Dealing with death, either preparing for your own or after bereavement, can be difficult. Our focus is to help people organise and simplify their affairs at an emotional time.

Organisation * Preparation * Finalisation

• Organising finances & putting paperwork in order
• Making A Will
• Setting up a Trust
• Arranging Powers of Attorney
• Planning your Funeral
• Dealing with Probate

Our services

Tax Planning
Probate cases
Trust work

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Pant Y Goytre, Abergavenny, Monmouthshire, NP7 9BB

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