Welcome to Courtney Havers, Independent Financial Advisers based in Kent and working for clients across the UK and internationally. Independent Financial Advisers based in Kent and working for clients across the UK and internationally. We advise on the investment, protection and pension products you are likely to need as you go through life. Whether you have just started work, become a parent, need help with estate and inheritance tax planning, or aim to retire soon, we can help you achieve your goals.
Services
About Us
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The process of advising on your lifetime financial plan and then putting the agreed elements into place requires a broad range of expertise. Our experienced advisers can cover all the investment, protection and pension issues relevant to you or your business, and our client service team will ensure that the administration aspects run smoothly.
How we work
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Personal and corporate clients may need varying levels of service and we adopt a flexible approach to meeting your specific needs. Many clients, and this may apply to you, opt for our full lifetime financial planning service. This is designed to cover your current financial situation and future objectives, with periodic reviews along the way.
Business Clients
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If you have business interests, you will be glad to know that Courtney Havers' experts offer advice on corporate investments as well as personal portfolios. Not only that, and in conjunction with your other professional advisers, they advise on aspects of business finance that help you to ensure that carefully constructed, tax-efficient succession plans are in place to secure your family firm's long-term future.
Investments
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We all need to keep a certain amount of money in the bank to cover day-to-day living and regular outgoings such as mortgage repayments, as well as having something in reserve for any unplanned spending. It is reassuring to know that there is a financial cushion there, but it may not pay to keep too much sitting idly in a bank account.
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