Haven Asset Management

Financial Adviser (Restricted Whole of Market) Pant Y Goytre, Abergavenny, Monmouthshire, NP7 9BB
FCA verified
24th June 2019
Providing you with help every step of the way
We can advise you on
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Income protection insurance
Meet our advisers
Oonagh Bastille
Tax Planner
Where to find us

Pant Y Goytre, Abergavenny, Monmouthshire, NP7 9BB

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

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)

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