Haven Financial Planning  Reviews 184

TrustScore 5 uit 5

4,9

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

Mine was a difficult case, involving finding an expat retirement solution. Mark Tarry & his team explored, persisted and did not give up. In the end Nick Westell came up with a creative solution which... Toon meer

Beoordeeld met 5 van de 5 sterren

The service provided by Ms Sveta & Amy at Haven Global Strategies are extremely helpful and impressive. Ms Sveta is a true professional, highly efficient, transparent and always kept in touch to e... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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 proces... Toon meer

Beoordeeld met 5 van de 5 sterren

The quality of the service has been second to none. Despite my partner's special circumstances, out mortgage adviser Sveta Kohli was invaluable in finding the best deals for us and securing a mortgag... Toon meer

Bedrijfsgegevens

  1. Financieel adviseur
  2. Financiële planner
  3. Hypotheekmakelaar

Geschreven door het bedrijf

Haven Financial Planning is a trading name of Haven Global Strategies Limited. Authorised and regulated by the FCA. We are a firm of Independent Financial Advisers, taking a holistic approach to financial planning. We tailor our advice to clients individual needs and aim is to provide peace of mind and financial security. Our fully qualified and experinced advisers look to build a rapport with clients and will endeavor to help you achieve your financial goals.


Contactgegevens

4,9

Uitstekend

TrustScore 5 uit 5

184 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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Beoordeeld met 5 van de 5 sterren

5 stars again!

We dealt with Sveta at Haven to renew our mortgage for the end of this month and she has been very efficient, knowledgeable. On top of that she is friendly and easy to communicate with. Always a pleasure to do business with her!

4 september 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Excellent service

I have used Haven’s various services for a couple of years, especially their mortgage advice. I couldn't be more satisfied with Sveta Kohli’s work, her support is truly invaluable. She offered me the best options tailored to my situation. I won’t hesitate to recommend her to my friends and family.

1 september 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Great proactive service

My advisor Sveta is proactive and communicative. Being self-employed makes me unpopular with lenders but she found me a mortgage deal. With recent interest rate hikes she secured me an early offer on my remortgage and saved me thousands. Highly recommend!

1 september 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Sveta is a Great Mortgage Advisor

I am currently in the process of getting a mortgage in these challenging market. Being a contractor it has been difficult. But Sveta advised me on the best deal in the market along with mortgage providers that process the applications quickly so that I can provide a mortgage offer promptly. I would highly recommend Sveta for your needs.

30 augustus 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

If you need a mortgage then make sure you contact Sveta!

Where do I begin…. Sveta was recommended to me by a friend who had a wonderful experience and recommended her highly to me despite the challenging mortgage environment. I was sceptical about obtaining a large mortgage with interest rates going up on a regular basis along with my income derived from more than one source.

However, Sveta was absolutely brilliant, we took time to explain/understand my situation and what my requirements were, she was excellent in advising me and her communication is second to none. I was then able to provide her the various pieces of the jigsaw that she required and once she had collated everything she managed to obtain a mortgage offer within 72 hours of submission.

I was somewhat surprised at the speed and efficiency and cannot thank her enough. From someone who has been dealing/obtaining mortgages for the past 25 years, I can safely say that you’re in safe hands with Sveta – she will help you/hand hold you and keep you right and make it practically stress free.

Sveta – I can’t thank you enough – many many thanks.

29 augustus 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Financial advice regarding pensions

Junaid Afzal at Haven Global took great care in exploring my situation and built up a detailed picture of what was best for me going forward. He explained all the options and set out a very clear path to my retirement. He was very professional in every aspect and filled me with confidence every step of the way. The end result was a policy which served my short term goals and gave me options in the long term. Junaid kept in touch with me at all times either by Zoom, text, email or “face to face” consultations. He also offered continued support which I will certainly be doing and I would have no hesitation in recommending Haven Global.

16 augustus 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Easy process and smooth process

I had the privilege of working with Sveta Kohli for our mortgage, and I couldn't be more satisfied with the experience. Sveta's assistance was not just helpful, but truly invaluable. She was consistently supportive, offering the best options and advice tailored to our unique situation. Despite the complexity of our case, Sveta's dedication and hard work shone through, as she meticulously sorted out every detail.

One remarkable trait was Sveta's approachability; she was always just a message or call away. Her responsiveness was impressive, ensuring that we were constantly informed about any updates. What set Sveta apart was her extensive knowledge and unwavering patience. She not only guided us through the intricate process of purchasing a house but also shared invaluable insights that helped us make informed decisions.

Expressing our gratitude to Sveta feels insufficient, given the exceptional service she provided. Her professionalism, dedication, and willingness to go the extra mile made all the difference. Without a doubt, Sveta Kohli has left an indelible mark on our home-buying journey, and we are immensely thankful for her contribution.

9 augustus 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Sveta was excellent in securing a new…

Sveta was excellent in securing a new mortgage for my wife and me in these challenging times. She was diligent and patient as she helped us through the process. We would highly recommend her financial services to anyone.

7 augustus 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Really helpful

Sveta did a great job for me getting me the best deal possible despite the challenging market. I had struggled to get a mortgage for months and been turned down because of being contractor, Sveta helped me in a short space of time and was always quick to respond and answer my questions.

1 juni 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Great Service

I've worked with Sveta a number of times and have had a great experience each time. Will work with her in the future!

Michael

4 juli 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Product switch with Sveta

Sveta helped me with my original first time mortgage and it was time to renew my fixed rate deal. As last time she was helpful and efficient and made sure I understood the options to make the right choice for me. Would not hesitate to recommend.

1 mei 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Sveta is a brilliant broker who helped…

Sveta is a brilliant broker who helped us obtain a suitable mortgage offer as a contractor. Sveta answered any questions and is very efficient in responding. Thank you for an easy pleasant experience. I would recommend anyone to Haven for your financial needs.

5 maart 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Quick and professional service!!

Sveta was very professional and hard working in getting our mortgage offer. After struggling to get a mortgage direct due to being a contractor, we went with Haven after reading very good reviews about Sveta and we were not disappointed. Not only a quick professional service but we felt that the help was not just a business transaction but Sveta was out to get the best mortgage offer for you. Could not recommend enough.

16 februari 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Would recommend

Sveta helped us with our remortgage, made the process simple, quick and got the mortgage deal we needed in time. This was the first remortgage I’d done whilst contracting, and was really pleased with the service.

13 januari 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Recommended

I dealt with Connor Tarry with regards to my Defined Benefit and two Defined Contribution pensions.... He was incredibly patient with my vast lack of understanding and lack of knowledge with regards to pensions in general.. For that I thank him very much. I feel happy in the knowledge that with his help I have been able to make the best decisions for my circumstances.. Topman!!

14 december 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Pension Transfer & Will Provision

My contact to Haven was for a transfer of pension funds, future financial planning and will provision. I found Jack really helpful, taking me step-by-step through the things to consider. I found Haven's holistic approach really useful and now feel a lot more confident that I have the right provisions in place, thank you Haven & Jack for helping me achieve this.

4 november 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Without haven and Connor I wouldn’t be in my dream home

When i first contacted haven after a recommendation from my employer as I had found my dream home unexpectedly when looking on rightmove and needed a mortgage ASAP.

I phoned haven at 9am I was put through to one of there consultants Connor tarry and made them aware of my financial predicament which is complicated making it difficult to get a mortgage. I also made Connor aware I would require a mortgage in principle by the end of the day and made him aware of the substantial documentation he would have to sift through to do this and Connor agreed and delivered on his promises and I had a mortgage in principle by the end of the day.

I was successful for my bid for the property and I preceded with the mortgage application with Connor. It was a 28 day completion. This meant working promptly to ensure we were able to complete in time. Connor worked tirelessly and always met my requests at times at very short notice.

There were a number of challenging moments during this process and Connor always remained composed and dealt with all matters promptly and successfully.

Now I am in my dream home, in the dream location with a decent mortgage product all because of Connor's endeavours, market knowledge and professionalism even though the unstable government in the UK nearly putting all of this under threat.

Overall, I found the services, customer service and passion to support myself through the mortgage process amazing and second to none. I would recommend Connor and haven to everyone I know and will continue to use connors services in the future.

What I liked about Connor was he is a very humble and decent human being and you are able to talk to him as a person and he makes you feel relaxed and valued and He always meet your expectations however unrealistic they are, these characteristics in the past I have never found a mortgage broker to have and also found others to treat me like a number.

I would like to thank you Connor for everything you have done for me and I am confident this will not be the last time I will be thanking you.

Best wishes

Mandeep kharpal

28 oktober 2022
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Ltd mortgages

I contacted Haven at the beginning of the year to enquire about taking a mortgage without having a full year of accounting information. I was sceptical as other brokerages had informed me that this was not possible. Sveta really understood my situation and area of work and assured me that I would be able to get a mortgage and shortly after was able to provide me with an AIP. Throughout the whole process Sveta responded quickly to questions, which was very reassuring.

23 september 2022
Review zonder uitnodiging

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