Welcome to Haven Consultants

Haven’s team of independent advisors have at their disposal a vast range of high level products thanks to our strategic alliances with some of the largest financial institutions in the world. This enables us to provide our clients with an independent higher level of service. Ensuring their needs are met and targets achieved is our priority.

Our trusted advisors can help you in making a plan to achieve your goals. We deliver customized solutions to build and effectively manage wealth for individuals and families, always with their best interest at heart.

You work hard for your money, so make your money work hard for you.

We pride ourselves in working hard to provide the right advice. Planning a long term strategy for our clients and building long term relationships based on mutual trust, respect and above all integrity. This is why our clients are more than happy to recommend us to their family, friends and colleagues.

Services

Retirement Planning

Retirement sometimes feels a long way off, but it comes sooner than you realise & a lot of people are not financially ready. If you have a plan review it regularly, making sure you stay on track.

Pension Transfers

Moving abroad more often than not means that your Tax status changes. This can result in advantages when being able to transfer your pension to a Tax efficient jurisdiction, such as a QROPS.

Educational Fee Planning

This gets forgotten up until it’s too late & the expense can be horrific. Planning in advance makes manageable & more affordable. Giving you peace of mind knowing it’s all in place.

Estate Planning

Ensuring that things are set up correctly and in a way that reduces or mitigates your tax liability must be one of the more enjoyable taxes by those you love instead of having to pay unnecessary taxes.

Life & Critical Illness Cover

These give you the ability to protect both you and the family in something unexpected happens. This can not only provide an income if the unforeseen happens but it can also pay off outstanding loans.

Offshore Banking

Follow the ABC rule of expat banking – if you are from country A and live in country B, you should bank in country C. Contrary to popular belief, it’s not illegal nor exclusively for the rich.

Medical Insurance

When moving abroad, having the correct or updated medical cover is important as you don’t want to be paying for something that might not cover all incidentals.

Forex / Currency Services

Currencies play an important part of investing. By changing at a trade rate instead of a retail you can save you or make you a lot of money. So the cost of your mortgage & investment can be reduced.

International Mortgages

Looking to purchase property internationally? either as a first home, second home or an investment. We can find you the most competitive mortgages.

About Us

Our clients’ interests always come first. While we perceive that sometimes the old way may still be the best way, we constantly strive to find a better solution to a client’s problems. Team work is at the centre of what we do. While individual creativity is encouraged, we have found that team effort often produces the best results. We have no room for those who put their personal interests ahead of the interests of the clients and the firm.

We view our size and philosophy as assets, which is something that we will safeguard and seek to remain unchanged in perpetuity. We constantly strive to anticipate and adapt to the rapidly changing needs of our clients and to have available the latest services to meet those needs.

We know that the world of finance is not still, which is why we undergo constant evaluation of our services and practices. This is to ensure that we continue to provide our clients, with updated expert advice which we are known and that clients have come to expect from us.

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