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
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.
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.
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.
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.
Reviews (9)
Rob Shorrick
Dec 20, 2021
Ana Green
Sep 02, 2021
I had an initial meeting with Ben Buhagiar about my pension arrangements following a recommendation from a close friend. I found Ben to be both approachable, informative and patient! He explained and presented things in a way that enabled me to more easily understand what can be quite an overwhelming subject.
Rdw Pwp
May 31, 2021
We have been family clients of Courtney Havers for about 16 years. All the team have been equally responsive and professional in the way they have advised and supported us on all our pension matters. Our current advisor, Ben Buhagiar, has maintained that excellent level of client service and we have no hesitation is recommending him to anyone seeking professional pensions advice.
Kevin Sutcliffe
May 26, 2021
Have used Courtney Havers for over 20 years - always more than satisfied. My current adviser, Ben Buhagiar, has been brilliant, using a robust process to identify needs, assess risk appetite and create the ideal investment strategy. All with a friendly manner that de-mystifies any technical terms. I trust this firm totally and Ben has provided priceless support during what has otherwise been an extremely testing time for me. Worth every bit of his fee, and more. Thank you!
Sara Hanna
Mar 23, 2021
I have used Claire Hobbs at Courtney Havers to advise me on financial matters for more than eight years and have been delighted with the way Claire works which is plain speaking and clear. I have always had confidence that my finances are in a safe pair of hands. I would not hesitate to recommend the firm and particularly Claire and have already done so on several occasions with others being as equally satisfied as I am.
Alex Kadinopoulos
Jan 05, 2021
I have been using Courtney Havers for about 10 years, primarily for pension planning purposes. Throughout this period, the same firm consultant has been my main contact, providing a consistency of service and a valuable sense of personal service. Advice has been tailored to my needs and follow-up on decisions made has been prompt and effective. I am extremely satisfied with the advice and service I have received from Courtney Havers over the years.
Tracy P.
Nov 20, 2020
First class service by all members of the team, especially Claire, who has been so patient with us explaining all the various options with regards to our various investments and pensions. Regular updates, and nothing is ever a problem - you definitely feel like you are in good hands. Always a delight to see Claire, and have no hesitation in recommending Courtney Havers - you will not be disappointed with the top notch level of service you will receive.
Caroline Purser
Nov 03, 2020
Robert Chambers
Mar 19, 2020
Courtney Havers are extremely helpful and knowledgable. I recently undertook a review of my pensions and not only did they fully understand my future requirements they led me through the required processes in a thorough and easy to understand manner. I found them to be extremely professional and nice people to do business with. They made sensible suggestions based on their knowledge and understanding of my requirements and I received regular communications from them. I would have no hesitation in recommending their services. Excellent from start to finish.
