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Haven IFA Ltd

Broadheath, Trafford

(9)
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Reviews (9)

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5/5

9 customer reviews

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30 May 2018

I have dealt with Haven IFA for many years ... All the staff are knowledgable regarding financial matters , each with their own subject specialities , so they can either deal with matters themselves or refer your interest to another colleague . Either way they get things achieved efficiently and to your satifaction . My challenges have been varied from myself and my wife , and via recommendations (because of our experiences) to several members of my family ... all happy and satisfied customers . The team ARE a team , they are keen , and their results show it . More...

Reviewed on Google Maps

30 May 2018

I had various pension pots here and there due to the various different company pension schemes I'd joined down the years. I had no idea if they were performing well or badly . Haven took control and now keep me updated on an annual basis. Friendly, accessibly and professional is how I'd sum them up. More...

Reviewed on Google Maps

30 May 2018

I have been dealing with Mike Leigh at Haven for over 7 years after a series of bad experiences with other IFAs. I can confidently say that Mike and his team have exceeded my expectations. We plan,execute and monitor our financial plans together based on changing life goals and changing markets and then most importantly, review and adjust as required. If you are looking for a top professional team to help you realise your investment objectives, I can thoroughly recommend the guys at Haven. More...

Reviewed on Google Maps

30 May 2018

Having researched the IFA market within the North-West (and beyond), a most informative website led my wife and I to contact Haven and we are glad we did! From our first contact with Nick we were impressed by the professionalism and patience demonstrated in taking us through what we had feared would be a complex process given that we were seeking advice on pensions that had been built up over a combined / cumulative period of c50 years and numerous employers. Nick took us through each stage of the process – review, valuation and recommendation – with great clarity and with a “no pressure” approach. We appreciated the honesty in which advice was imparted (eg leave some schemes with existing providers) together with the flexibility demonstrated in the final fee structure. Our experience was most positive and we have no hesitation in recommending Haven IFA Limited should you be in need of financial planning advice. More...

Reviewed on Google Maps

30 May 2018

The team at Haven IFA have supoorted our UK business over a period of more than 8 years. In my dealing with the team and with Nick Dando in particular, I have found the service to be very professional and prompt. I can highly recommend the pro-active approach at Haven IFA More...

Reviewed on Google Maps

30 May 2017

I've dealt with Gary Moore for a few years now and he never fails to impress. Haven IFA have an absolute genius in their ranks; Gary has helped navigate some pretty complex situations - and every time; the result has been A+ More...

Reviewed on Google Maps

30 May 2017

Haven have been very helpful in explaining in plain English the pro's and cons of different investments and pensions - I would not hesitate to recommend them.

Reviewed on Google Maps

30 May 2017

We recently met with Graham Slater and we were very impressed. He was punctual, personable and clearly an expert at giving complicated independent advice. He was thorough but explained things simply for us to understand. I'm so glad we are using him. I have already recommended Haven to a colleague and am confident we have set ourselves on the right path. Looking forward to the future. More...

Reviewed on Google Maps

30 May 2017

I asked Graham to help me when I needed pension advise recently.I was really pleased that I could pass him all of the paperwork and leave him to work out my best options and then give me clear advise that I could understand. Pensions are not the easiest things to understand but Graham was very patient and explained everything so that it made sense. I would definitely recommend Graham to anyone who needs good advise, that makes sense, from someone that can trust. More...

Reviewed on Google Maps