Haven IFA Ltd - Sale

Haven IFA Ltd

Haven IFA Ltd, located at Unit 6, Haven IFA Ltd, Brooklands Place, Brooklands Rd, Sale M33 3SD, United Kingdom, is a reputable financial planning company that has been providing expert advice and tailored solutions to clients for many years. With a strong emphasis on customer satisfaction and a commitment to excellence, Haven IFA Ltd has earned a stellar reputation in the industry.

Specialties and Services

The company specializes in financial planning, offering a wide range of services to help clients achieve their financial goals. Their knowledgeable and experienced team, led by the skilled Greg, provides comprehensive support and guidance to ensure that clients make informed decisions about their finances. Moreover, the company's commitment to accessibility is evident in its wheelchair-accessible facilities, such as the parking lot and entrance, making it easier for all clients to access their services.

Other Points of Interest

In addition to their expertise and accessibility, Haven IFA Ltd also prides itself on its exceptional customer service. Clients consistently praise the professionalism and enthusiasm of the support staff, such as Alfie, who demonstrates a positive attitude and a customer-focused approach. This dedication to client satisfaction sets Haven IFA Ltd apart from other financial planning companies.

Reviews and Opinions

Haven IFA Ltd has received an impressive 9 reviews on Google My Business, with an average rating of 5/5. Clients consistently commend the company for its vast knowledge, honesty, and personalized approach to financial planning. The testimonials highlight the company's commitment to providing expert, tailored support and guidance, which has been truly helpful and beneficial for clients over the years.

Final Recommendation

If you are looking for a reliable and experienced financial planning company that prioritizes customer satisfaction and personalized attention, Haven IFA Ltd is an excellent choice. Their dedication to excellence, accessibility, and client-focused approach has earned them a well-deserved reputation in the industry. To learn more about their services and how they can help you achieve your financial goals, visit their website at havenifa.co.uk or contact them directly at 1614959340.

👍 Reviews of Haven IFA Ltd

Ronnie M.

5/5

I have been supported by Greg for many years and it feels the right time to express how his vast knowledge and honesty of the markets have been truly helpful and beneficial. If you’re looking for expert taylor made support and guidance choose Greg.
Also I must mention Alfie one of the support staff members, whose professionalism and enthusiasm is simply breathtaking.
It’s beautiful too see a young man starting out on his career with a positive customer focused attitude.
You both deserve some personal recognition from your organisation!

Rachel V.

5/5

We've worked with Gary and his PA Louise at Haven IFA, and have been extremely happy with all their support. Their hard work made our mortgage process and other financial decisions much smoother.

Steve J.

5/5

I can honestly say hand on heart that my recent dealings with Kyle Acton have been nothing but exceptional. Kyle had my interest firmly at the forefront of his mind. His advice and guidance in a no pressure, calm and professional manner was excellent.
I will have no problem in recommending Kyle to future clients.

Crawford M.

5/5

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.

David D.

5/5

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 .

Michael C.

5/5

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.

Chido

5/5

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

Ralph W.

5/5

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+