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  11. Haven Protect Limited

Haven Protect Limited

Independent Financial Adviser  Earle House, ALTRINCHAM, Cheshire, WA14 5DD
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FCA authorised
Last authorised 3rd May 2021
Our aim is to help clients build their financial security. We further look to ensure that the necessary cover is in place, tailored to each clients individual needs and circumstances. HPL intend to build a strong rapport with clients so that they gain a sound peace of mind. Our main priority is to help clients achieve their goals so that they are able to enjoy their lives, knowing that they are financially secure.
We can advise you on
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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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SIPPs
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Lump sum
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Regular savings
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Savings for children
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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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Taxation planning
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Corporate pension
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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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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Ross Bone DipFA CeMAP
Independent Financial Adviser and Mortgage Consultant
About us

Based in the heart of Altrincham, Cheshire, Haven Protect Limited (HPL) was established in June 2016 with the intention of providing Pure Protection solutions for both private and corporate clients. HPL is registered direct with the Financial Conduct Authority (FCA), and covered under the Financial Services Compensation Scheme, in order to reduce the cost of cover for our clients.

We operate on a Whole of Market basis, meaning we can independently source business from any provider in the UK ensuring we can find the most competitive product best suited to your needs.

HPL is an independent firm, acting on behalf of the client, advising what's in your best interest without any ties or restrictions to providers. We take pride in offering our clients an honest and professional service, guaranteeing that our recommendations fulfil your needs without any influence from third parties.

Our services

HPL are a whole of market firm. We have advisers who specialise in different areas allowing us to provide solutions to all financial planning needs.

We help clients of all different financial backgrounds and experience and we are particularly experienced in helping self employed clients managed solutions through their limited companies.

Our areas of specialisation include:

• Pensions
• Investments
• Life Assurance
• Critical Illness
• Income Protection
• Private Medical Insurance
• Wills & Trusts
• Mortgages

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)

Earle House, Atlantic Street, ALTRINCHAM, Cheshire, WA14 5DD

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