Haven Protect Limited

Independent Financial Adviser  Earle House, Ground Floor, Altrincham, WA14 5DD
First meeting at adviser's own cost
Whether you're planning for your retirement, investing for your future, passing on your wealth or protecting your loved ones, our professionals are able to help. Qualified Independent Financial Advisers taking a holistic approach to financial planning.
We can advise you on
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Defined benefit
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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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Wealth management
Response rating
9.2/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Mark Tarry
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This exam accesses understanding of the financial services industry including regulation and legislation.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Mr Peter Mason
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Miss Georgia Ball
Relationship Manager & Consultant

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

Mr Mark Stephens
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Located in the rejuvenated market town of Altrincham, Haven Protect Limited (HPL) is directly authorised and regulated by the Financial Conduct Authority. We advise clients of all financial backgrounds and consistently provide an Ethical, Professional and Trustworthy Service.

We specialise in Retirement Planning such as, Pension Consolidation, Flexible Access Drawdown, Defined Benefits transfers; and have subsequently achieved the Pension Transfer Gold Standard status.

Our services

• Pensions - Pension Consolidation, Defined Benefit Transfers, Retirement Planning, Flexible Access Drawdown
• Investments
• Life Assurance
• Critical Illness
• Income Protection
• Private Medical Insurance
• Wills & Trusts

Where to find us
Head office address: Earle House, Ground Floor, Atlantic Street, Altrincham, WA14 5DD
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 13th September 2021

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