Haven Financial Planning  Avis 184

Connor Tarrey.
Very informative and always happy to answer even the most stupid of questions.
All appointments kept and very knowledgeable about information i required..
Here's to a long arrangement , thank you

Pension Transfers with Haven FP
I recently Decided to Transfer my pensions Through Haven FP. Connor Tarry was the financial Advisor I Dealt with What I Thought was going to be a Daunting process turned out just the opposite with Connors professional approach it was a pleasure to work with him, I would also like to mention Jade iles for her help and cooperation
Excellent Team work would highly recommend

Andrew Holden

14/01/2025

Outstanding service by Haven Financial Planning

David Liversidge was the financial advisor who reviewed my financial targets thoroughly and provided me with the best options.

Edward Morris was the mortgage advisor who managed to secure me great residential remortgage for my home which was completed in record time

Grace OMally from Admin support who ensured all relevant document transactions went smooth

I dealt with Junaid Afzal regarding moving and consolidating my pension. I had an initial meeting over a year ago, but it was agreed that it was too soon and market conditions were set to improve. More recently (October 24) we reviewed the position. Junaid took all my details as well as my objectives and risk appetite and put together a detailed bespoke recommendation that meets all my needs and covers my concerns - meetings were all prompt and follow up paperwork was clear and detailed. He was keen for me to speak to Pension wise to ensure I was satisfied that the options were fully explored and discussed. I would recommend Junaid and his team.

Had my annual review with Connor today all funds growing and perforing well, only been dealing with haven for a couple of years and I can honestly say they are a very professional company who I wouldn't hesitate to recommend. Special mention to callum for the vey informative and useful emails keep up the excellent guys 👍

Junaid was at great pains to ensure he was understanding our requirements and that we were understanding his responses and advice

I approached Haven because my pensions were scattered and I was approaching retirement (66). I had a very specific process in mind that included taking a money transfer and moving my DB into a SIPP. If anyone has been down this route you will know it is not the easiest path!

Haven did all their due diligence on me (which is a legal requirement) and were very clear regarding the pros and the cons. Their approach was professional and comprehensive. The transfer was successful.

Next step was to onshore a QROP. Again, not an easy process because there were many moving parts. Once again, Haven were professional and kept me informed throughout the entirety of the process (which was torturous) but, ultimately, successful.

I dealt, almost, exclusively, with Junaid, who is my IFA and Jade (who is extremely efficient and diligent in the back office).

Junaid worked with me on 3 levels.

1. Ensuring that he listened to what I wanted to do, including the timeline and sequence I wanted to follow and working with me to achieve that

2. Building a good rapport and relationship with me that developed over time built on trust. He remembered non essential facts that helped build the relationship.

3. This was not an easy process and things, inevitably, went wrong. Junaid was honest when they did and worked quickly to remediate the problems to minimise my stress and ensure that there was no financial implications.

I went into this process dreading working with an IFA. However, Junaid made the experience as stress free as possible and I always felt he was working with my best interests at heart.

I contacted Junaid around 18 months ago to undertake a review of multiple pensions from different employers. His analysis was spot on and I moved them some 15 months ago. The process from Junaid and the wider team was very smooth.

We undertake regular reviews and I appreciate Junaid's advice and willingness to take on-board where and in what I am comfortable to invest. I would recommend him. Oh, and I'm pleased to say his recommendations are delivering solid growth!

My husband and I have recently reinvested our live savings with the help of Connor Tarry an independent financial advisor with Haven F.P. Connor went above & beyond our expectations of good customer service. He was professional and extremely patient throughout our meetings even when faced with repeated questions from us.
He has also reassured us that he will be available in the future should we require his assistance. Consequently, he has removed the stress from a daunting process & we can 100% recommend him.
John & Mary H.

I worked with Junaid Afzal over many Zoom meetings to discuss what I could do to simplify my savings after the death of my husband in May. I found him approachable, clear and knowledgeable and he listened to what I wanted. We completed our conversations at a face to face meeting on Friday 27 September. I am about to invest £275 000 in a Quilter Investment Bond and will continue to work with Junaid as my financial adviser

Big thanks to David L and Grace in sorting out my financial future by setting up essential life insurance cover, critical illness covers and my pensions. Ignorant about financial protections I was procrastinating until now. David analysed and identified the gaps in my cover explained in simpler terms. He followed up every now and then to make sure I fully understood the risks and benefits before committing to any investments. I could not have asked for better advisor. Highly recommend David and his team for anyone who think are anxious about their future financial protections.

Jessica Nelson was really prompt and helpful enabling us to secure our first home.
She kept us updated throughout the whole process and quickly responded to any questions we had.
Definitely recommend Haven.

Terrible service

Junaid and Mia have pretty much revised every aspect of my financial planning (or lack of), including pensions and insurance over the last year. Mia reviewed everything and helped me put the right level of protection in place based on circumstance and lifestyle.
My pension was also invested a high risk low value portfolio with a good return chosen based on gut feeling and a low res chart from the providers website . I didn't even understand how risky that was until Junaid did the research and pointed it out. It's now spread properly with a better return and much lower risk, but Junaid also identified an error made by my provider post transfer and fought my corner getting them to back date the difference. I have no doubt I never would have spotted it nor understood that I could ask for restoration.
I'm very grateful for the team from Haven.

I was preparing for retirement and needed to make key decisions on my pension and investment. I found Haven from Trustpilot website and Junaid Afzal from Haven has been superb from the start to finish. He is professional, knowledgeable and responsive. He is an excellent customer focus financial advisor. He has helped me to amalgamate various pension plans into one and provided good guidance on how to invest on my pension based on my circumstance. I am very happy with his service.

I moved my pension to Haven’s management a couple of years ago and have been very impressed by them. I’ve been very impressed by the IFA, Junaid Afzal, who has been really helpful and knowledgeable on my general financial position, but has specifically helped me with some quite niche activity on my pension. Junaid really takes the time to listen to what you want and then reflects and returns with options and recommendations. Very helpful, very knowledgeable and has your best interested at heart. Thoroughly recommend Haven and Junaid. 10/10 for friendliness and helpfulness.

Have been dealing with Haven Financial Planning for a few years now and they always give sound advice. Connor Tarry is very good at explaining how things work, is very patient and understanding and will be quick to assist when circumstances change. I would highly recommend this company.

I have been talking to David at Haven Financial Planning for over six months as I needed to understand how best to invest a significant sum of money. I knew nothing about investments and David was very patient in guiding me through the various scenarios and options. He took time to fully understand my situation, gave me plenty to think about, and gave appropriate advice on Pension and Stocks & Shares ISAs. I was given plenty of time to make a considered decision and kept up-to-date, via regular calls and emails, David and his colleague Grace. I would have no hesitation in recommending them.

I’ve been with Haven for just over 3 years now. I’m looked after by Junaid. He looks after my pension plans and provides financial planning advice.
Junaid’s knowledge of this sector is truly excellent. I get regular reviews, can see how everything is performing, and we can adjust as needed.
I feel in control now. This is down to the regular updates and catch ups we have.
If you want a good company to deal with, who know what they’re doing give Junaid a call.
One of the best moves I’ve made.

We had our first house through them as recommended by PAYSTREAM. My case was slightly trickier as I work through LTD company. Edward Morris was been recommended to us and he have been beyond fantastic working even during his holiday for us.
REALLY REALLY RECOMMENDED!!