Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham

Address: Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD, United Kingdom.
Phone: 1615198500.
Website: havenfinancialplanning.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 60 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Haven Financial Planning - Pensions - Protection - Investments - Mortgages

Haven Financial Planning - Pensions - Protection - Investments - Mortgages Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD, United Kingdom

⏰ Open Hours of Haven Financial Planning - Pensions - Protection - Investments - Mortgages

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: 9 am–5 pm
  • Sunday: 9 am–5 pm

Haven Financial Planning, located at Earle House, Ground Floor, Atlantic St, Cheshire, Altrincham WA14 5DD, United Kingdom, is a renowned financial consultancy firm that specializes in Pensions, Protection, Investments, and Mortgages. With a phone number 1615198500 and website havenfinancialplanning.co.uk, the company has established itself as a reliable and trusted choice for financial planning.

Haven Financial Planning's team of experts is dedicated to providing personalized and comprehensive financial advice, tailored to meet the unique needs of each client. The company's areas of expertise include Pensions, where they help clients plan for their retirement and make the most of their pension savings; Protection, where they provide advice on life insurance, critical illness cover, and income protection; Investments, where they help clients grow their wealth through a range of investment options; and Mortgages, where they help clients find the best mortgage deals and navigate the home buying process.

The company's facilities are wheelchair-accessible, with a car park and toilet available for those with mobility needs. An appointment is required to ensure that each client receives the dedicated time and attention they deserve. Haven Financial Planning has received 60 reviews on Google My Business, with an average rating of 5/5, reflecting the high level of satisfaction among its clients.

👍 Reviews of Haven Financial Planning - Pensions - Protection - Investments - Mortgages

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Vas Jain
5/5

We are truly so grateful to have had Sveta Kohli helping us with our mortgage. No question was a silly one, she was always extremely approachable and responsive. She was so reassuring throughout the process, and her communication skills are fantastic. She kept us updated at every stage even accommodating around our work schedules by speaking to us outside usual office hours when required. I think also another thing I appreciated is she’s realistic and down to earth so we never worried about being over promised and under delivered.

She has negotiated a much better rate than we could’ve expected from any high street bank or elsewhere.
I wouldn’t even hesitate to ask for her help and would wholeheartedly recommend her to anyone who needs help with this. Our work situation was definitely a worry for me having not long returned from maternity leave but she really calmed us and was able to get exactly what we needed to borrow to facilitate moving into our family house, which is a big milestone in our lives. She took a lot of the stress out of this part.
I do not generally leave reviews (but often use them when making decisions) but her professional attitude and the whole experience of working with her has been so positive I had to share this 😊

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Ayesha Arifeen
5/5

My mortgage review and application went through with the help of the very proactive and helpful Sveta at Haven Global.
Sveta did an excellent job in keeping me updated on how my application was going. Sveta pushed for the application process continuously and kept on top of it all the time. The application going through was very quick I was surprised, as this is my first buy and I am very grateful for all Sveta's help and guidance. A first class service and very responsive and Sveta helped me with anything I was unsure of. Thanks again for all your help!!

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Maney Ullah
5/5

Sveta at Haven Global has been excellent throughout our mortgage applications. She managed to secure very good borrowing with the leading high street bank. This is compared to other brokers who could only get us sub-prime lending with lower borrowing. We had numerous queries and Sveta was always available to address these including at weekends and late into the evening. Would highly recommend.

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Arif Saeed
5/5

Professional Service
We are impressed with the service provided by Sveta at Haven Global Strategies. She is a true professional, efficient very knowledgeable and always kept in touch to ensure the process is smooth.The mortgage application process was straight forward, and stress-free right from the first day to getting the offer. We wanted to remortgage and after listening to our needs she quickly understood it.
She found us the best rate and lender.
I wouldn’t hesitate to recommend to our colleagues , family and friends. Keep the good work going
thank you.

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Aaron Kumar
5/5

I can’t recommend Sveta Kohli highly enough. She guided my wife and I through the process and helped us get our mortgage, Sveta took all the stress out of the application and always gave honest and informative advice.

I would certainly work with Sveta again and would have no hesitation in recommending her to anyone.

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Sagar Ghiware
5/5

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.

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Ankush Gandhi
5/5

After facing issues with our previous advisor who could not give me the right guidance based on my requirements, i reached out to Haven Global. I am very pleased to say that our Advisor Sveta did a wonderful job in securing me a loan within a matter of days. She has in depth knowledge about the market and is very well aware of the products that are suitable for individual based on their financial needs. Would definitely recommend using Haven's services if you are looking for efficiency and quick turn around time.

Haven Financial Planning - Pensions - Protection - Investments - Mortgages - Altrincham
Herbie Bastien
5/5

I am not sure if there is a word that truly describes how good Sveta has been, helping us obtain a mortgage offer in record time. Professional, diligent, awesome, remarkable, hardworking, inspiring. I could go on. She even helped me acquire the correct contract documentation which enabled a smooth and uncomplicated mortgage application. She sets the benchmark for others to adhere to. Thank you once again for all your help and professionalism. Demonstrating your proficiency, knowledge and awareness of the market.

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