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
9.3 /10
FCA verified
2nd December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Paul Campion DipFA
Financial Planner
Michael Leigh DipPFS
Financial Planner/Director
Sue Campion DipFA MLIBF Pg. Cert.
Financial Planner
Graham Slater APFS, Certs CII (MP & ER), Chartered Financial Planner
Chartered Financial Planner/Director
Accreditations
Chartered Financial Planner
Nick Dando Dip PFS
Financial Planner/Director
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.
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: <url hidden>

*** PLEASE NOTE THE £100K MINIMUM RELATES TO DEFINED CONTRIBUTION PENSIONS AND INVESTMENTS. FOR DEFINED BENEFIT TRANSFER, OUR MINIMUM IS £250K***

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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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