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  11. Haven IFA

Haven IFA

Independent Financial Adviser  Haven I F A Ltd, Unit 6, Sale, M33 3SD
First meeting at adviser's own cost
We specialise in helping clients make the best use of their pensions & Investments.
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 review
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Pensions transfer
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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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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Payment 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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mrs Susan Campion
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Paul Campion
Financial Planner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Graham recently reviewed a private pension plan for Jill and I and demonstrated expertise, integrity and thoroughness in guiding us to an appropriate solution for our needs. A really impressive service and we are very satisfied with the outcome of the process.
Mr Alan Gallagher, Cheadle
Graham has and continues to be a really good adviser. He takes time to explain the topics and will go over a subject from different angles when it is a complex. He has always been easy to access and responsive to requests for information or meetings. He keeps himself well informed on the markets for finance and investments. What could your adviser do better? Difficult to point to anything that could be improved on at present. I have an excellent relationship with Graham and value it considerably.
Chris Sweetman, Wilmslow
After a brief conversation, Graham described all the various work pensions I had picked-up along my career path as something resembling an unkept garden! I thought there was nothing of any great value in any of them, as I'd stopped and started different schemes as I changed jobs, but I agreed to let Graham take a look anyway. I gave him a big stack of a file I'd been hoarding and let him see what could be done. To my amazement Graham not only reduced that pile of a file considerably, but he also pulled all my various stagnant policies together, to work much harder for me in the future. Plus he also unearthed some information on one of my dorment policies which surprisingly had an unusually high transfer value which I gave Graham full permission to transfer, and get that large sum of money (I didn't even know existed) working much harder for me. I can't thank Graham enough for the help and advice he has given and would recommend his services to anyone who finds themselves in a similar p
Mr Alan Price, Marple, Stockport
About us

Haven offer fully independent financial advice across the complete range of financial solutions. Advice is provided by our team of highly qualified consultants in a language that you will understand!

Whether you are considering your investments or retirement options, or just looking to review your life insurance, we can offer you guidance each step of the way.

We specialise in managing retirement and investment portfolios, reviewing existing arrangements and creating bespoke life plans to suit your goals.

Why not visit our website to find out more: <url hidden>

*** PLEASE NOTE THE £100K MINIMUM RELATES TO DEFINED CONTRIBUTION PENSIONS AND INVESTMENTS. PLEASE NOTE WE HAVE WE DO NOT CURRENTLY PROVIDE DEFINED BENEFIT PENSIONS ADVICE***

Our services

Here at Haven we specialise in building long standing client/adviser relationships. We are keen to build investment solutions to meet our clients needs and back this up with a robust review service through both good and more difficult times. It must work, most of our clients have been with us for at least 10 years!

Where to find us
Head office address: Haven I F A Ltd, Unit 6, Brooklands Place, Sale, M33 3SD
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 10th May 2021

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