Haven IFA

Located in Sale, Haven IFA has over the years helped thousands of people across Cheshire, Manchester and the North West better understand both their financial positions and the options available to them. Services include Life Insurance, Pensions, Mortgages and many more.

We provide financial advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations, prioritising objectives and developing appropriate strategies.

As independent financial advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.

We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.

Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.

Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in us fully disclosing our fees in an open and transparent manner.

Financial Advisors Service Provider