Haven Financial Planning
Haven Financial Planning Limited provides a range of financial services for individuals and businesses. They focus on offering solutions to help clients with their financial needs.
- Tax Planning
- Mortgage Advice
- Investment Advice
- Business Protection
- Protection Assurance
- Corporate Financial Advice
- Pensions & Retirement Planning
- Wills, Trusts & Estate Planning
Locations
Digital Popularity
Social Media
LinkedIn334 Followers
Competitors
Kellands Chartered Financial Planners are independent financial advisers and wealth managers, offering quality financial planning and investment advice to individuals and businesses across the UK.
Broadoak Financial Planning is a financial advisory firm dedicated to empowering clients to achieve their financial goals through tailored strategies and expert guidance.
Amber River True Bearing is a financial planning firm that offers a range of services to individuals and businesses.
Company Details
Haven Financial Planning is operated by Haven Global Strategies Limited and is a Active company incorporated on 8 June 2011 with the registered office located in Altrincham, Greater Manchester. Haven Global Strategies Limited was registered 14 years ago.
Status
Active
Size
Small
Directors
2
Age
14 years old
Employees
18
Turnover
Unreported
Total Assets
£1.88M
Cash in Bank
£258.09K
Total Liabilities
-£1.14M
Teams
16
8
7
4
4
2
2
Principal Owner • Joined Jun 2011
Office Manager • Joined Jun 2018
Compliance Manager • Joined Mar 2024
Commercial Director • Joined Jan 2023
Administrator • Joined Jul 2021
Review Administrator • Joined Nov 2023
Protection Consultant • Joined Aug 2017
Legacy Pension Analyst • Joined Jun 2024
Administrative Assistant
Independent Financial Advisor • Joined Sep 2023
Independent Financial Advisor • Joined Aug 2017
Legacy Pension Analyst • Joined Jun 2024
Independent Financial Advisor • Joined Sep 2023
Financial Advisor • Joined Jul 2023
Senior Adviser Support • Joined Jul 2016
Independent Financial Advisor • Joined Feb 2022
Independent Financial Advisor • Joined Oct 2024
Paraplanner • Joined Jan 2025
Office Manager • Joined Jun 2018
Administrator • Joined Jul 2021
Review Administrator • Joined Nov 2023
Administrative Assistant
Principal Owner • Joined Jun 2011
Office Manager • Joined Jun 2018
Compliance Manager • Joined Mar 2024
Senior Adviser Support • Joined Jul 2016
Marketing Executive • Joined Jun 2018
Commercial Director • Joined Jan 2023
Marketing Executive • Joined Jun 2018
Commercial Director • Joined Jan 2023
Independent Financial Advisor • Joined Sep 2023
Financial Advisor • Joined Jul 2023
Independent Financial Advisor • Joined Feb 2022
Independent Financial Advisor • Joined Oct 2024
Mortgage And Protection Adviser • Joined Aug 2023
Independent Financial Advisor • Joined Aug 2017
Paraplanner • Joined Jan 2025
View 16 members