Business Details
23 Years
experience
Trusted Financial Advisers in Sale
Haven IFA, established in Sale, Cheshire, has been delivering independent financial advice for over 21 years. Our team of highly qualified consultants specialises in pensions, retirement planning, investments, and inheritance tax solutions, combining expertise with a client-centric approach. We prioritise transparency, offering unbiased recommendations from the entire market to meet individual client needs. With decades of collective experience, we build long-term relationships by listening to client objectives and crafting tailored strategies. Our services cater to individuals and businesses at all life stages, ensuring tax-efficient solutions for financial security.Regulated by the Financial Conduct Authority, we uphold rigorous standards of professionalism and integrity. Clients benefit from our commitment to ongoing reviews and adaptive financial planning, ensuring their strategies evolve with changing circumstances. Our testimonials reflect trust in our expertise, with clients praising our clear communication, diligence, and dedication to their best interests. We offer free initial consultations to discuss financial goals, providing detailed reports and actionable recommendations. With a focus on education and empowerment, we help clients navigate complex financial landscapes with confidence.
Services
Pensions Planning
Retirement Advice
Investment Strategies
Inheritance Tax Solutions
Financial Reviews
Details
- Year established: 2003
Highlights and features
- 21 years of expertise in independent financial advice
- Fully regulated by the Financial Conduct Authority
- Tailored, client-centric financial strategies
- Transparent fee structures and no hidden costs
- Comprehensive reviews and adaptive investment planning
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional service
Trustworthy advisors
Clear communication
Long-term expertise
Personalised strategies
Services
Pensions and Retirement Planning
We specialise in creating tailored pension strategies to maximise retirement income. Our experts analyse tax-efficient schemes and market options to build secure, long-term plans. Clients receive comprehensive reviews and adjustments as their life goals and regulations evolve, ensuring financial stability in retirement.
Investments and Savings Advice
Our team identifies optimal investment opportunities across diverse asset classes. We construct risk-rated portfolios aligned with clients' financial objectives, balancing growth potential with security. Regular monitoring ensures strategies adapt to market changes and personal circumstances, fostering sustainable wealth accumulation.
Inheritance Tax Planning
We help clients minimise inheritance tax liabilities through strategic gifting, trusts, and charitable contributions. By leveraging current thresholds and exemptions, we design plans to preserve wealth for beneficiaries while complying with evolving tax legislation and family needs.
People
Kyle Acton
Financial Adviser
Kyle Acton provides expert financial guidance with a focus on client interests. His no-pressure approach combines thorough research with clear communication, earning client trust through exceptional service and long-term relationship-building.
Mike Leigh
Senior Adviser
With over seven years of client-focused service, Mike Leigh excels in collaborative financial planning. His expertise in adapting strategies to market changes and life goals ensures clients achieve their investment objectives with confidence and clarity.
Graham Slater
Lead Consultant
Graham Slater combines market expertise with transparent advice, specialising in complex pension reviews. His client-centred approach prioritises long-term financial security, demonstrated through consistent responsiveness and in-depth market knowledge that clients value highly.
Questions
What financial services does Haven IFA offer?
We provide pensions and retirement planning, investment advice, inheritance tax solutions, and comprehensive financial reviews tailored to individual client needs.
Are Haven IFA regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring adherence to strict professional standards.
How does Haven IFA charge for their services?
We offer transparent fee structures, including fee-based or commission-based options, with all costs fully disclosed upfront to ensure clarity.
Do you cater to high-net-worth individuals?
Yes, we advise clients with £100,000+ investable assets, providing sophisticated portfolio management and bespoke financial strategies.
Can I get a free initial consultation?
Yes, we offer free, no-obligation initial consultations via phone, email, or in-person meetings to discuss your financial goals.
What areas do Haven IFA serve?
Based in Sale, Cheshire, we serve clients across the North-West and nationwide through remote consultations and digital tools.
Reviews (6)
Chido
Apr 19, 2018
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The team at Haven IFA have supoorted our UK business over a period of more than 8 years. In my dealing with the team and with Nick Dando in particular, I have found the service to be very professional and prompt. I can highly recommend the pro-active approach at Haven IFA
David Dyble
Nov 18, 2017
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I have dealt with Haven IFA for many years. All the staff are knowledgable regarding financial matters, each with their own subject specialities, so they can either deal with matters themselves or refer your interest to another colleague. Either way they get things achieved efficiently and to your satifaction. My challenges have been varied from myself and my wife, and via recommendations (because of our experiences) to several members of my family. all happy and satisfied customers. The team ARE a team, they are keen, and their results show it.
Al Price
Nov 07, 2017
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I had various pension pots here and there due to the various different company pension schemes I'd joined down the years. I had no idea if they were performing well or badly. Haven took control and now keep me updated on an annual basis. Friendly, accessibly and professional is how I'd sum them up.
Amanda Streak
Sep 05, 2017
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We recently met with Graham Slater and we were very impressed. He was punctual, personable and clearly an expert at giving complicated independent advice. He was thorough but explained things simply for us to understand. I'm so glad we are using him. I have already recommended Haven to a colleague and am confident we have set ourselves on the right path. Looking forward to the future.
Jason Walker
Aug 02, 2017
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Haven have been very helpful in explaining in plain English the pro's and cons of different investments and pensions - I would not hesitate to recommend them.
Ralph Watson
Jun 14, 2017
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I've dealt with Gary Moore for a few years now and he never fails to impress. Haven IFA have an absolute genius in their ranks; Gary has helped navigate some pretty complex situations - and every time; the result has been A+
