Haven IFA Ltd

Independent Financial Adviser Haven I F A Ltd, Unit 6, Brooklands Place, Brooklands Road, Cheshire, Sale, M33 3SD
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We specialise in helping clients make the best use of their pensions & Investments.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Nick Dando Dip PFS
Financial Planner/Director
Sue Campion DipFA MLIBF Pg. Cert.
Financial Planner
Paul Campion DipFA
Financial Planner
Michael Leigh DipPFS
Financial Planner/Director
Graham Slater APFS, Certs CII (MP & ER), Chartered Financial Planner
Chartered Financial Planner/Director
Accreditations
Chartered Financial Planner
Greg Whitfield APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Gary Moore DipPFS
Financial Planner
What our clients say
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 position to the one I was in, to let him review and hopefully improve their pension plans. There's no pressure and no sales patter from Graham, just friendly, professional and expert advice
Mr Alan Price, Marple, Stockport
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
Where to find us

Haven I F A Ltd, Unit 6, Brooklands Place, Brooklands Road, Cheshire, Sale, M33 3SD

Contact us
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.

We are fully qualified to provide Final Salary / Defined Benefit pension advice and have considerable experience in this area of advice planning

Why not visit our website to find out more:

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 9 years!

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

Financial Adviser Expertise

We have a wealth of experience across our advisers in all aspects of financial advice.. We always look to find the best solutions for your needs by carefully listening to your objectives, then researching across all the appropriate markets, in order to provide understandable solutions to help you achieve your goals. We are well placed to provide advice to meet your needs through the different stages of your life.

Free Initial Consultation

We offer every potential client an initial consultation by phone, email or in person without charge and would welcome the opportunity to discuss your needs in more detail. Why not contact us now and we will be pleased to get back in touch with you as soon as possible you.

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