Haven Financial Planning
Haven Financial Planning is a trading name of Haven Global Strategies Limited. Haven Global Strategies Limited (HGSL) is authorised and regulated by the Financial Conduct Authority. FCA registered number is 844313. We are a firm of Independent Financial Advisers, acting on behalf of our clients to research the best way forward to meet their goals and objectives without any ties or restrictions to providers. Successfully advising in the following areas: Financial Planning for Business Owners, Contractors and Private Clients Pension Specialists Employee Benefits Group Pensions Pension Transfers Mortgage Advice Wills, Trusts & Estate Planning Tax Planning Investment Advice Protection Providing financial advice and tax planning to clients in the UK for over 34 years. Haven take pride in presenting clients with an honest and professional service, thus providing the most suitable and cost-effective packages.
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Verified contacts
17
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
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no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- JA
Junaid Afzal
Commercial Director · Sales & Business Development
EmailPhone - CT
Chris Tarry
Relationship Manager · Sales & Business Development
EmailPhone - DT
Darcy Tarry
Office Manager · Operations
EmailPhone - EM
Edward Morris
Independent Financial Advisor · Finance & Accounting
EmailPhone - CR
Callum Rayner
Review Administrator · Operations
EmailPhone - DL
David Liversidge Dipfa
Independent Financial Adviser · Finance & Accounting
EmailPhone - GO
Grace Omalley
Administrator · Operations
EmailPhone - JN
Jessica Nelson
Mortgage and Protection Adviser · Finance & Accounting
EmailPhone - LM
Lucy Matthews
Administrative Assistant · General Business & Management
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Haven Financial Planning
17 distinct titles indexed · top 10 shown.
- 1administrative assistant
- 1administrator
- 1commercial director
- 1haven financial planning limited
- 1independent financial adviser
- 1independent financial advisor
- 1internal accountant
- 1legacy pension analyst
- 1mortgage and protection adviser
- 1office manager
- +7more titles
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