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  11. Haven IFA Ltd

Haven IFA Ltd

Independent Financial Adviser  Haven I F A Ltd, Unit 6, Sale, M33 3SD
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FCA authorised
Last authorised 8th August 2022
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 & retirement planning
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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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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Paul Campion DipFA
Financial Planner
MR Greg Whitfield APFS
Chartered Financial Planner
MRS Sue Campion DipFA MLIBF Pg. Cert.
Financial Planner
MR Gary Moore DipPFS
Financial Planner
MR Nick Dando DipPFS
Financial Planner/Director
MR Michael Leigh DipPFS
Financial Planner/ Director
MR Graham Slater APFS, Certs CII (MP & ER)
Chartered Financial Planner/ Director
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!

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Haven I F A Ltd, Unit 6, Brooklands Road, Sale, WA5 0DJ

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