Haven Asset Management

Restricted - Whole of Market  Pant Y Goytre, NP7 9BB
FCA authorised
Last authorised 29th November 2021
Providing you with help every step of the way
We can advise you on
Income protection insurance
Capital gains tax
Estate planning
Income tax
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)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Face to face

Pant Y Goytre, Abergavenny, Monmouthshire, NP7 9BB

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