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Tag: Financial Advisor

Independent or Restricted Financial Advisor?

Independent Vs. Restricted Financial Advisor When choosing your financial advisor, you may want to consider whether an Independent Financial Advisor (IFA) or a Restricted Financial Advisor would be better suited to your needs and objectives.  Restricted Advisors are limited in the type of products they can recommend, e.g. pensions only, and/or the number of providers they […]

Why Do I need a Financial Advisor?

The Benefits of Having a Financial Advisor Many of life’s biggest decisions are of a financial nature, and having to make these without the necessary information and guidance can be challenging and stressful. Appointing a financial advisor means you do not have to make these choices alone and instead have the reassurance of knowing a […]

At Haven Financial Planning, 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.

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  • A: Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire, WA14 5DD
  • P: 0161 519 8500
  • E: [email protected]

© 2025 Haven Financial Planning. All rights reserved – Website by Sood.

Haven Financial Planning is a trading name of Haven Global Strategies Ltd. 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.