Haven Financial Planning  Reviews 184

My wife and myself are inexperienced and rather risk adverse in the context of finance and investment but found ourselves, over many discussions, in the hands of someone we increasingly felt we trusted to give us the best advise possible for our situation. Also provided great support in the logistics of setting up our final solution.

Grateful to Junaid Afzal for his expertise on the work with my pensions over the past few months. He has painstakingly taken me though the minefield with patience (I asked a LOT of questions and was very cautious). He was very knowledgeable, understanding of my anxiousness and provided full backup evidence for all of his calculations and reasoning behind his recommendations. He delivered what I asked for - options on the next few years before retirement and beyond.

I'm immensely grateful to Haven's Junaid Afzal for his advice in planning for my retirement; he took the time to listen, to understand my situation and to tease out what sort of pension would be right for me. I felt secure in my decision making because he was able to explain how different pensions and investments might work for me as an individual and answer my questions in a straightforward way. I appreciated that I never felt hurried yet once I settled on specific set of products, Haven put everything into place quickly and effectively. I have already recommended Junaid to a friend for such thoughtful and professional service.

Edward and Grace worked tirelessly to obtain a mortgage for myself and my partner through a specialist lender. Edwards knowledge and understanding of the range of products on offer was outstanding and communication from both throughout the whole process was second to none. Would definitely recommend. Thanks again!

Would like to recommend Haven financial. They helped every step of the way with my pension, especially Connor Tarry. He was efficient expliained every thing clearly and was a great help and adviser.

Edward gave me some much needed advice on my pension options. He took the time to explain the options available. He also reviewed my property investments and gave me some useful insights. He was supported by Grace who was very helpful. Thank you Edward & Grace

Connor was very professional and thorough when conducting annual review of my investments. Been using Haven for a couple years and have had a positive experience since.

Haven have been looking after my pension for some time now. Junaid contacts me to review my financial situation a couple of times a year but he is always happy to take a call with queries or questions in between reviews. I have always found his advice and explanations clear and relevant to my circumstances and the level of service I receive from him and rest of the team at Haven is exceptional.

I’m fast approaching retirement age but didn’t have much of a plan. I was introduced to Junaid Afzal at Haven Financial who guided me through a financial assessment which lead to him providing some suggestions to maximise my future pension options and ways to add capital to my pension pot whilst still in employment. This included making a lump sum contribution to my working pension in order to get tax relief, consolidating some of my pensions into one pension account, but best of all to have a short term policy returning a guaranteed rate of interest that will allow me to plan towards a retirement date and then evaluate the best options at that stage. The process has given me a structured financial plan which i did not have before, and confidence knowing that my pensions are working for me and that all being well, I’ll have a pension that will support my financial needs in the future. I would highly recommend Haven and in particular Junaid who made this process so easy for me to understand and in such a considerate and professional manner.

Recently retired and out of the country travelling Asia my circumstances and plans suddenly changed , which meant I quickly needed to apply for a mortgage.
I didn’t have a clue where to start but was given the name of Edward Morris at Haven Financial planning Ltd. From the start of the process and still up to this date Eddie has been awesome , constantly updating me and offering any advice when I wasn’t sure what the next step would be .
I would highly recommend Eddie and the professional team he works with at Haven, you get a personal and caring service which is hard to come by these days.
Thanks again Edward Morris and the whole team at Haven , outstanding.

Starting off as a freelancer I wasn't too sure how to manage my money financially. This is both from an investment and pension perspective. I was informed Haven would be good to advise and they have been great. I've managed to open a pension account, sort my life insurance and been given great advice from mortgages and investment opportunities.

David Liversidge, Grace O’Malley, and Mia Horne have offered great customer service and on-going support through-out each of the individual processes and I'd suggest freelancers who don't know where to start with their financial goals liaise with them. Quality.

Have the pleasure working with David Liversidge of Haven Financial Planning, who has guided me through evaluating my pension profile, ensuring suitable risk applied and migrated to a new risk adjusted profile / holdings. I have been a customer for 8 months and the results thus far have exceeded my expectations both in approach and fund performance.

I have been reviewing my pension portfolio and protection products for the last four years with David Liversidge, at Haven FPL. Not only have I been very impressed with the due dilligence that he and the wider team have done, I have been able to see positive results in these choices over the last couple of years.

David was also a vital source of information due to a change in life circumstances in my family when my partner was diagnosed as terminally ill. Whilst sympathetic, he also showed great knowledge and care on making sure I selected the right products going forward. I would highly recommend David for any review of your pension and protection portfolios.

Jessica Nelson from Haven helped secure an interest only mortgage for a 3rd property. Extremely helpful and through. Fantastic at responding to queries in a timely manner. Recommended other products that would suit our circumstances other than the mortgage. We encountered numerous delays (no fault of Haven) and Jessica chased up and followed through with updates. Overall a positive experience and I would recommend using Haven.

Mark and Jessica have been a breath of fresh air after so many frustrating pror experiences with advisors. They are are focused, work quickly, cut to the chase and provide expert advice across so many different areas. A simple, effectiive and sharp way of doing business. Thanks so much guys.

Junaid Afzal from Haven Financial planning limited is a strong asset to this business. He is professional, compassionate and dedicated to provide the highest standard of advice.

Junaid has been very understanding and listened to my every concern, finding solutions that will guide me through what could've of been a stressful situation. He is extremely knowledgeable in his field of work and will deliver an honest, personal and step by step guidance to ensure you financial needs are met.

Thank you for all your help.

After submitting an enquiry regarding pension transfer I
was advised i would need to be on UK soil to receive any advice at the time of enquiry. After a further email and 3 phone calls when I visited the UK, I received no further response only to be told at the fourth time I called that the company wouldn't be able to help

Following a recommendation from a friend, I contacted Haven to obtain some mortgage advice. I was politely greeted and then put through to one of their Mortgage Advisors, Edward Morris. From start to finish, Edward was the upmost professional. Being it was me and my partners first time purchasing a house, we were somewhat unaware of the process. Edward was quick to put us at ease, as he happily outlined it all to us clearly. In addition, any queries were pleasantly met with a detailed response, all in a timely manner. We have now moved into our first home and couldn’t have asked for a better service that Haven and Edward have provided to us. We would definitely recommend anyone to use this service.

I was referred to this company via financiable.co.uk. After what I thought was a promising intro call with David Liversidge mid-March I was ghosted. I sent 2 emails then messaged via contact form on website in case issues with individual email addresses but no responses. Realise it’s a 2-way process & they may not want my business but extremely unprofessional way of going about it.

Very professional service. Connor Tarry has guided me through the transfer of my pension from SJP and is now looking to help me with some other investments.
I would definitely recommend to family and friends.