Haven IFA Ltd

Independent Financial Adviser Haven I F A Ltd, Unit 6, Brooklands Place, Brooklands Road, Sale, Cheshire, M33 3SD
First meeting at adviser's own cost
Response rating
10/10
FCA verified
22nd July 2019
We specialise in helping clients make the best use of their pensions & Investments.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Paul Campion DipFA
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.
Chris Sweetman, Wilmslow
Where to find us

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

Make an enquiry
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 10 years!

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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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