Haven Asset Management

Restricted - Whole of Market  Pant Y Goytre, NP7 9BB
check
FCA authorised
Last authorised 29th November 2021
Providing you with help every step of the way
We can advise you on
check
Income protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
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

Similar advisers near you

Restricted - whole of market 4.85 mi
Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
 
Independent Financial Adviser 5.08 mi
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
 
Independent Financial Adviser 5.57 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 9.05 mi
Helping our clients live the lifestyle they aspire to both now and in the future without fear of running out of money.