Haven Financial Planning  Bewertungen 184

Haven Financial Planning brought my plan for earlier retirement to life -- exceeding all my expectations! From the first engagement to completion, Junaid Afzal & Jessica Nelson provided an in-depth knowledge of the markets, regulations and options to traverse successfully through the intricacies of a defined benefit pension transfer to help me achieve a comfortable retirement. Additionally, their ability to simplify the process & information, efficiency in completing each step, willingness to do to the leg work & commitment to keep me informed & reassured, made one of the biggest life decisions a breeze! Would highly recommend Haven for pensions & retirement planning.

Junaid Afzal our advisor has been with us a few years now he has always given me the best advice and his product & market knowledge is fantastic.

Tarry Connor, the advisor has been excellent and attentive.

I personally would recommend the company to anyone.

Connor continues to support our retirement giving sound advice with a friendly manner.

I have been working with Connor and Jade for all my financial planning of the last few months, pensions, insurance etc.

I have saved money and gained better insurance policies.

The service has been excellent and I would definitely recommend.

Having purchased my first property through the Help to Buy Scheme, there are obviously a few loopholes to jump through when paying off the equity loan. Sveta Kohli guided me through my first remortgage but when it came to my second, I had decided to pay off my equity loan following her astute advice. As something that I'd kept in the back of my mind, Sveta reminded me that paying off the equity loan should be my first priority given the amount I'd owe would only increase as the value of my property went up. Within a matter of days, Sveta managed to secure me a great deal with a lender and conveyancer who would manage the Help to Buy transaction. I tend to work at a fast pace, trying to get things done as quickly as I can and she matched this, remarkably, working through the weekend and taking calls in the evening. It is a rarity to work with someone with Sveta's degree of professionalism, efficiency, diligence, dedication, honesty and integrity, all with a very warm and kind demeanor.
I would encourage anyone needing financial advice to consider employing Sveta's services as she will manage and work to ensure your needs and requirements are sufficiently met. Thank you again, Sveta, (for the millionth time) for being the 5*+ that you are!

Edward helped me streamline my finances and tax allowances. I now feel confident about my retirement planning and what the future holds.

Edward has provided me with a retirement plan that has given me peace of mind. I am very grateful for his help and would highly recommend.

I can’t recommend Sveta Kohli highly enough. She guided my wife and I through the process and helped us get our mortgage, Sveta took all the stress out of the application and always gave honest and informative advice.

I would certainly work with Sveta again and would have no hesitation in recommending her to anyone.

We are truly so grateful to have had Sveta Kohli helping us with our mortgage. No question was a silly one, she was always extremely approachable and responsive. She was so reassuring throughout the process, and her communication skills are fantastic. She kept us updated at every stage even accommodating around our work schedules by speaking to us outside usual office hours when required. I think also another thing I appreciated is she’s realistic and down to earth so we never worried about being over promised and under delivered.

She has negotiated a much better rate than we could’ve expected from any high street bank or elsewhere.
I wouldn’t even hesitate to ask for her help and would wholeheartedly recommend her to anyone who needs help with this. Our work situation was definitely a worry for me having not long returned from maternity leave but she really calmed us and was able to get exactly what we needed to borrow to facilitate moving into our family house, which is a big milestone in our lives. She took a lot of the stress out of this part.
I do not generally leave reviews (but often use them when making decisions) but her professional attitude and the whole experience of working with her has been so positive I had to share this 😊

Professional advise by David Liversidge he made sure we fully understood the policy. Would fully recommend Haven financial planning to any of our friends and family

Excellent, clear and timely communication from Connor Tarry

Professional advise. Looking at all angles to ensure we are best prepared for our retirement . Have and will continue to recommend to friends and family

We recently used Haven for an Onshore Investment Bond. Edward was honest and knowledgable. I would highly recommend him to friends and family.

Connor has been a great help organising and advising me to best utilise my pension and put in the best investment. I am very pleased with the results we are witnessing.
He is very professional, friendly and helpful. Never too much effort.
When I have questioned investments he has investigated and both came to the best outcome.

Very professional and well pleased with the service I received. A big well done and many thanks Haven Global especially to Connor Tarry many thanks gregg

The quality of the service has been second to none. Despite my partner's special circumstances, out mortgage adviser Sveta Kohli was invaluable in finding the best deals for us and securing a mortgage for an amount beyond we could possibly secure ourselves.
Sveta has been very professional, informative and responsive from the very beginning up to date. She also kept checking for better rates on daily basis making sure we could get the best deal at the time. Many thanks to Sveta and the whole team of Haven Global Strategies ltd. Looking forward to working together again in the future.

Excellent advice from Connor - he has made the process of transferring my pension really straightforward.

Sveta Kohli has been fantastic as our Mortgage Advisor. She is professional and meticulous in dealing with our concerns. Even out of hours she has always been available and very patient with the intricacies of our re-mortgage. I would definitely recommend Sveta to anyone who is wanting help with mortgages.

Junaid has excellent knowledge as a Independent Advisor with a professional approach giving me confidence to make a sensible financial decision for my future.
I have been so impressed that i have recommended his services to colleagues and friends