- A: Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire, WA14 5DD
- P: 0161 519 8500
- E: [email protected]
- ?: FAQs
Whether you are planning for a major purchase, building a safety net, or preparing for retirement, having robust savings is essential. Capital savings, in particular, play a crucial role in ensuring financial security and enabling future investments. Unlike regular savings meant for short-term needs,...
Whether you are planning for a major purchase, building a safety net, or preparing for retirement, having robust savings is...
Inheritance planning is essential for managing your estate, ensuring your assets are protected and smoothly transferred to your beneficiaries. It safeguards the financial future of your loved ones and helps avoid potential disputes. Effective planning can also reduce the burden of inheritance tax, which...
Inheritance planning is essential for managing your estate, ensuring your assets are protected and smoothly transferred to your beneficiaries. It...
Retiring at 60 is a dream for many, but it requires careful planning and disciplined saving. Early retirement offers the freedom to enjoy life without work commitments, but it also brings financial challenges. Without proper preparation, you might risk running out of money during...
Retiring at 60 is a dream for many, but it requires careful planning and disciplined saving. Early retirement offers the...
In the complex financial planning landscape, understanding and utilising personal allowances in the UK is crucial for anyone aiming to minimise their tax liabilities while maximising their financial benefits. Governed by a strict “use it or lose it” policy, these allowances offer a window...
In the complex financial planning landscape, understanding and utilising personal allowances in the UK is crucial for anyone aiming to...
In the maze of UK taxation, personal allowance stands out as a beacon for taxpayers, offering relief from the tax burden on their income. This concept, crucial yet often overlooked, forms the foundation of effective financial planning. Understanding your personal allowance not only aids...
In the maze of UK taxation, personal allowance stands out as a beacon for taxpayers, offering relief from the tax...
Understanding the Pension Landscape The State Pension: Foundation of Retirement Income The State Pension provides a basic level of income for individuals who have paid or been credited with National Insurance contributions upon reaching the State Pension age. As of 2024, understanding precisely how...
Understanding the Pension Landscape The State Pension: Foundation of Retirement Income The State Pension provides a basic level of income...
The Basics of ISA Allowance The ISA allowance is a generous tax break offered by the UK government, allowing individuals to invest or save money without paying tax on the interest, dividends, or capital gains. As of the 2024/2025 tax year, the exact amount...
The Basics of ISA Allowance The ISA allowance is a generous tax break offered by the UK government, allowing individuals...
A personal emergency fund plays a crucial role in personal finance. At Haven Financial Planning Ltd, we advocate the importance of being financially equipped for emergencies. Our extensive experience advising clients in Altrincham and the surrounding areas underscores our belief in the necessity of...
A personal emergency fund plays a crucial role in personal finance. At Haven Financial Planning Ltd, we advocate the importance...
Life, in all its unpredictability, often throws curveballs that can have significant financial implications. Whether it’s a sudden job loss, an unforeseen medical emergency, or any other unexpected life event, the financial repercussions can be substantial. With advice from our team, we’ll delve into...
Life, in all its unpredictability, often throws curveballs that can have significant financial implications. Whether it’s a sudden job loss,...
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At Haven Financial Planning Limited, we understand that financial planning isn’t just about numbers; it’s about securing your future, realising your dreams, and protecting what matters most to you.
Haven Global Strategies Limited is a company registered in England & Wales no. 07661911. Haven Global Strategies Limited is authorised and regulated by the Financial Conduct Authority (FCA), no. 844313.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Our Director, Mark Andrew Tarry is a member of The Personal Finance Society and the Chartered Insurance Institute.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.
Haven Global Strategies Limited is associated to Haven Protect Limited, which too is regulated by the FCA, along with Haven Wills & Estate Planning Limited.
