Haven Financial Planning Limited

Q: What is Haven Financial Planning Limited's company size?

Haven financial planning limited has 11 - 50 people working.

Financial Services

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Haven Financial Planning Limited is a trading name of Haven Global Strategies Limited. Haven Global Strategies Limited (HGSL) is authorised and regulated by the Financial Conduct Authority. FCA registered number is 844313. We are a firm of Independent Financial Advisers, acting on behalf of our clients to research the best way forward to meet their goals and objectives without any ties or restrictions to providers. Successfully advising in the following areas: Financial Planning for Business Owners, Contractors and Private Clients Pension Specialists Employee Benefits Group Pensions Pension Transfers Mortgage Advice Wills, Trusts & Estate Planning Tax Planning Investment Advice Protection Providing financial advice and tax planning to clients in the UK for over 34 years. Haven take pride in presenting clients with an honest and professional service, thus providing the most suitable and cost-effective packages

Contact Information

Altrincham , Cheshire , United Kingdom

info@havengsl.com

havenfinancialplanning.co.uk

Haven Financial Planning Limited Org Chart

Employees

Total Employees:
10

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others10

Employees Working At Haven Financial Planning Limited

Megan Tarry

Senior Adviser Support

Grace OMalley

Administrator

David DipFA

Independent Financial Adviser

Darcy Tarry

Office Manager

Junaid Afzal

Commercial Director

Haven Financial Planning Limited Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Compliance	Altrincham, England, United Kingdom	compliance, collaboration, communication, financial
Project Management	Altrincham, England, United Kingdom	compliance, collaboration, communication, financial
Support	Altrincham, England, United Kingdom	compliance, collaboration, communication, financial

Trigger

intent

Haven Financial Planning Limited looking to hire in Compliance in Altrincham, England, United Kingdom

intent Feb 26, 2025 Feb 26, 2025

intent

Haven Financial Planning Limited looking to hire in Project Management in Altrincham, England, United Kingdom

intent Feb 26, 2025 Feb 26, 2025

intent

Haven Financial Planning Limited looking to hire in Support in Altrincham, England, United Kingdom

intent Feb 26, 2025 Feb 26, 2025

Tech Stack Used By Haven Financial Planning Limited

List of technologies used by Haven Financial Planning Limited

Collaboration

Communication

Compliance

Financial

Jobs at Haven Financial Planning Limited

Hiring 2024-12-24 12:14:03

Paraplanner

Altrincham, England, United Kingdom

Company DescriptionHaven Financial Planning Limited is a trading name of Haven Global Strategies ...

Frequently Asked Questions About Haven Financial Planning Limited

What does Haven financial planning limited do?+

What is Haven financial planning limited's industry? +

Haven financial planning limited operates in the Financial services industry.

What is Haven financial planning limited's revenue? +

Haven financial planning limited's revenue is 11m - 100m

What is Haven financial planning limited's company size? +

Haven financial planning limited has 11 - 50 employees.

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