Haven IFA

Haven IFA

Financial Advisor in Sale, Greater Manchester, M33 3SD

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About the Business
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.
Business Services
Life and Health Insurance

Life and Health Insurance

Haven IFA is proud to offer comprehensive and impartial advice on all aspects of life and health insurance.We can help you find, build and secure your ideal package of protection in accordance with your budget, preferences and the precise type of cover you require.

A Simplified Approach:

Over recent years, life insurance has become increasingly affordable, though can be a complex subject to approach. Most life insurance policies serve the same basic purpose – a helpful cash payout in the event of the policy holder’s death, or if diagnosed with a critical illness. There are however near-infinite variations and optional add-ons to consider – all of which Haven IFA would be delighted to assist you in navigating.

Location & Hours

Unit 6 Brooklands Place, Brooklands Road

Sale, M33 3SD
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