With a genuine passion for protecting our clients, Haven Wills & Estates specialists provide expert and independent financial advice on both business and personal estate planning. We do this by staying up to date on the latest products and strategies available. This enables us to give our clients the best possible advice on the options available to them, in an ever-changing sector.
The Haven team are led by Matt Thomas who believes that everyone should have the legal and financial protection in place to ensure that their family can live the life they would wish them to, should the worst happen.
Due to the personal nature of the discussions required to advise on the most suitable protection products, Haven advisors prefer to meet clients face-to-face and at a place and time that suits them. This allows us to understand exactly what is important to them and to discuss the options available to meet those needs. However, we also understand that some clients are incredibly busy and prefer to discuss options over the phone. We are happy to do that too.
Haven Wills & Estates specialists provide personal and business estate planning advice covering areas such as:
Because of our customer care, knowledge, and experience, our business has grown organically with recommendations and referrals from both our clients and professionals working in other related areas. We are proud of the work we do and invite potential customers to review both our client feedback and some case studies we have published to show you some examples of various business and personal protection packages we have put in place to meet the needs of our clients.
If you would like to discuss your personal or business needs or, would like to discuss partnering with us, please email firstname.lastname@example.org or phone 01202 082380 to arrange an appointment.