About Us

We handle things so you don’t have to

HFPL was founded in the heart of Altrincham in June 2011 by Director Mark Tarry. With over 35 years of experience in financial services, Mark’s vision was to establish a company that would provide independent financial planning solutions tailored to both private individuals and corporate clients.

Financial planning can be complicated, and we understand that everyone wants the best for themselves and their loved ones. Therefore, choosing a financial planning business is a major decision.

Our approach

In today’s ever-changing economic landscape, it’s essential to stay vigilant about your financial well-being. We help you navigate financial complexities with confidence.

01.

Whole of Market Approach

We operate independently in the UK's financial market, which means we have the freedom to source solutions from any provider. This ensures our recommendations are based on the most competitive products, perfectly tailored to your needs.

02.

Complimentary Financial Health Check

To get started on your financial journey with HFPL, we offer a free, no-obligation initial consultation. This allows us to introduce ourselves, understand your unique circumstances, and outline how our services can benefit you.

03.

Personalised Engagement

We connect with you through face-to-face meetings, video calls, or telephone appointments, depending on your preference. Our proactive planning and regular reviews ensure that we provide continuous support and guidance throughout our relationship.

Ensuring you have a secure financial foundation for your retirement years.

Guiding you through investment options that align with your financial goals.

Providing peace of mind through comprehensive insurance coverage.

Supporting businesses in navigating complex financial decisions.

Guiding you through investment options that align with your financial goals.

Safeguarding your legacy and ensuring your wishes are carried out.

Optimising your financial situation while adhering to tax regulations.

Helping businesses safeguard their assets and operations through tailored insurance and planning.

Can’t find what you’re looking for?

Our Values

Family-Orientated

We see each client not just as an individual, but as part of our unique family unit. Our role is to provide personalised, empathetic financial advice.

Comprehensive-Expertise

We're committed to staying ahead of market trends and regulations, guiding you effectively through the complex financial landscape.

Tailored Approach

Recognising the uniqueness of each individual's financial journey, we craft solutions that align precisely with their personal goals and circumstances.

Meet Our Team

Our team consists of industry experts, each with a wealth of knowledge and experience. We understand that your financial journey is unique, and our advisors are dedicated to guiding you through every step.

Mark Tarry
Managing Director & Independent Financial Advisor
Darcy Tarry
Office Manager
Grace O'Malley
PA Advisor Support
Junaid Afzal
Independent Financial Advisor & Commercial Director
Lucy Matthews
PA Advisor Support
Megan Tarry
Senior Advisor Support
Jade Iles
Senior Advisor Support
Martin Harrison
Compliance Officer
Stuart Grant
Paraplanner
Connor Tarry
Independent Financial Advisor
Keith Atkinson
Accountant
David Liversidge
Independent Financial Advisor
Jessica Nelson
Mortgage Adviser & Protection Consultant
Callum Rayner
Review Administrator
Ben Fisher
Review Administrator
Sanjay Mandla
Compliance Manager
Finlay Dowe
Legacy Pension Analyst
Edward Morris
Independent Financial Advisor
Phil Leggett
Independent Financial Advisor
Nick Westell
Independent Financial Advisor
Steve Ashurst
Business Development Manager

Testimonials

what our clients say

Vas Jain
11 months ago
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 😊
Ayesha Arifeen
11 months ago
My mortgage review and application went through with the help of the very proactive and helpful Sveta at Haven Global. Sveta did an excellent job in keeping me updated on how my application was going. Sveta pushed for the application process continuously and kept on top of it all the time. The application going through was very quick I was surprised, as this is my first buy and I am very grateful for all Sveta's help and guidance. A first class service and very responsive and Sveta helped me with anything I was unsure of. Thanks again for all your help!!
Maney Ullah
a year ago
Sveta at Haven Global has been excellent throughout our mortgage applications. She managed to secure very good borrowing with the leading high street bank. This is compared to other brokers who could only get us sub-prime lending with lower borrowing. We had numerous queries and Sveta was always available to address these including at weekends and late into the evening. Would highly recommend.
Arif Saeed
2 years ago
Professional Service We are impressed with the service provided by Sveta at Haven Global Strategies. She is a true professional, efficient very knowledgeable and always kept in touch to ensure the process is smooth.The mortgage application process was straight forward, and stress-free right from the first day to getting the offer. We wanted to remortgage and after listening to our needs she quickly understood it. She found us the best rate and lender. I wouldn’t hesitate to recommend to our colleagues , family and friends. Keep the good work going thank you.
Sagar Ghiware
a year ago
I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advice tailored to our unique situation. Despite the complexity of our case, Sveta's dedication and hard work shone through, as she meticulously sorted out every detail.One remarkable trait was Sveta's approachability; she was always just a message or call away. Her responsiveness was impressive, ensuring that we were constantly informed about any updates. What set Sveta apart was her extensive knowledge and unwavering patience. She not only guided us through the intricate process of purchasing a house but also shared invaluable insights that helped us make informed decisions.Expressing our gratitude to Sveta feels insufficient, given the exceptional service she provided. Her professionalism, dedication, and willingness to go the extra mile made all the difference. Without a doubt, Sveta Kohli has left an indelible mark on our home-buying journey, and we are immensely thankful for her contribution.

The First Step to Financial Freedom

Reach out to us today and let’s collaborate to create a personalised financial plan that meets your unique needs and aspirations.

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