Peter Mason of Haven was a rarity in my experience of Financial advisors, especially in dealing with a GMP pension. He understood my questions and either responded straight away or came back with an... Se mer
Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
Haven were extremely professional at every stage of the pension process. Clearly explaining the risks and the investment options. I felt well informed and treated fairly. The advisers were always we... Se mer
Haven Protect Limited go beyond expectation when seeking any advice or guidance when looking at creating a Will or any estate planning, being relatively new to all of this Jack Povah provided assura... Se mer
I had a small DB pension that, for various reasons, I was sure I wanted to transfer. I was just looking for a qualified advisor who would be willing to okay the transfer. This was a difficult situatio... Se mer
Företagsinformation
Skrivet av företaget
Located in the rejuvenated market town of Altrincham, Haven Protect Limited (HPL) provides a Holistic Financial Planning Service for both private and corporate clients. HPL is directly authorised and regulated by the Financial Conduct Authority (FCA), with clients protected under the Financial Services Compensation Scheme. We have selected this route to ensure costs are reduced for clients, as opposed to working through a Network where costs can be inflated for the benefit of the Network. We operate as Independent Financial Advisers (IFAs), on a Whole of Market basis, which means that we can independently source business from any provider in the UK; ensuring we can find the most competitive product and solution tailored to you. Clients seeking that reassurance, should anything go wrong, must consider the full range of protection products available in the market place. We can help you with the following: -Pensions -Investments -Life Assurance -Critical Illness -Income Protection -Private Medical Insurance -Wills & Trusts -Mortgages
Kontaktuppgifter
Earle House, Ground Floor, Atlantic Street, WA14 5DD, Altrincham, Storbritannien
- 01615198500
- info@havenprotect.me.uk
- havenprotect.me.uk
A very professional, efficient and friendly service.
I was most impressed with Joe's explanations of everything, working in advance of deadlines and clearly communicating all the steps to efficiently transfer a pension to my SIPP. Dealing with Mark as the pension specialist was also reassuring. As an ex-IFA-stockbroker I saw the other side of the industry which was not always impressive, so it was a relief to get my transfer sorted professionally and without a fuss, as promised. Thanks.
11 oktober 2021
Omdöme utan inbjudan
Peter Mason from Haven Protect
Peter Mason from Haven Protect is a very knowledgeable and experienced advisor and has been invaluable in guiding me through (and expertly structuring) my retirement plans. I thoroughly recommend Haven Protect and would not hesitate to recommend them to my friends and family.
17 juni 2021
Omdöme utan inbjudan
Financial & Pension Advice
Due to approaching retirement my husband and I wanted to understand our financial position and also explore taxing advantage of the 25% lump tax free sum. We were recommended to Haven and Mark by a family member and have been delighted with the service throughout. We were lucky that we got our first consultation before Covid and was face to face, that being said though we have had regular meetings since virtually and all have been fruitful and informative.
We were very clear on all the information and all was explained in terms that we could understand resulting in us being able to make an informed decision that suited us.
Mark is very approachable and no question or query is too much and the responses are always prompt and regular catchups have ensured we are always fully up to date on our financial position.
14 juni 2021
Omdöme utan inbjudan
Would recommend!
Great team. Very professional and responsive. I’d consider myself as a complex international case and Georgia grasped my situation and was able to make a swift and appropriate assessment. Upfront understanding of fees that were in line with the pension value under review.
27 maj 2021
Omdöme utan inbjudan
Very good service
Very good service. Good communication and very helpful. Recommended.
18 mars 2021
Omdöme utan inbjudan
Detta är Trustpilot
Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.
Företag kan be sina kunder om omdömen via automatiska inbjudningar. Dessa omdömen markeras som verifierade för att visa att det handlar om verifierade upplevelser.
Läs mer om andra typer av omdömen.
Vi skyddar vår plattform med hjälp av dedikerade medarbetare och smart teknologi. Läs mer om hur vi bekämpar falska omdömen.
Läs mer om omdömesprocessen på Trustpilot.
Här är 8 tips på hur man kan skriva omdömen på bästa sätt.
Verifieringen hjälper till att säkerställa att det är riktiga människor som skriver omdömena som du läser på Trustpilot.
Att erbjuda belöningar för omdömen eller att bara be en viss grupp personer att skriva ett omdöme kan påverka företagets TrustScore. Detta strider mot våra riktlinjer.