Haven Global Strategies Limited (HGSL) is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited.
Based in the heart of Altrincham, Cheshire, HGSL was established in June 2011 with the intention of providing Financial Planning Solutions for both private and corporate clients. Successfully advising in the following areas:
We have a team of industry dedicated and conscientious advisers, all qualified and with many years of experience. Subsequently bringing a wealth of knowledge and experience through the process of helping clients prepare for the unknown, whilst securing their financial goals.
Several of our advisers are pension specialists and arrange pension switches where relevant and suitable. We also have a member of the team, Peter Mason, who is of Chartered status.
HGSL takes pride in presenting our clients with an honest and professional service thus providing the most suitable and cost-effective package.
Every successful financial strategy starts with an excellent adviser-client relationship.
To do this, we look to develop a strong rapport over multiple appointments, often done over the phone as well as face to face depending on each clients individual preference and location. We believe this is vital for our clients to become comfortable and confident in us. After all, it’s their money we’re dealing with and their financial future's that matter.
Our advisers will explain everything clearly and will guide you through what can often be a confusing process, in a continuously changing market.
Regular reviews are conducted by our advisers with their existing client's policies to ensure they benefit from regular updates and the policy is still suitable for their needs.
HGSL are proud of our customer satisfaction and believe this is down to a combination of the time spent gaining a detailed understanding of clients specific requirements.
Moreover, our holistic approach towards financial planning that leads our customer relationships to develop from initially advising just one person, to being the adviser for their whole family, their friends and their neighbours.
Talk to an adviser on 0161 519 8500.
HGSL are committed to providing an unrivalled, holistic, financial planning service.
We use proven financial strategies designed to meet your risk tolerance and stand up against market volatility. HGSL have access to an array of products enabling you to get the right products and services best suited to your needs.
Assessing your attitude to risk is an important part of the process so that we can match the many products available to your preferences.
As a Financial Services firm, you can count on tailored advice based directly on your needs and goals. We believe that all our clients should be able to trust that the advice they receive is in their best interest and not in the interest of any affiliated parties of their Financial planners.
At HGSL, you can feel confident that your advisers are always focused on your needs, goals and objectives and will endeavour to assist you in achieving these.
We work under Quilter Financial Services Limited who provide compliance support services, training and competence assistance and ensure we are compliant with the FCA rules and regulations set down in the conduct of business guidance rules.
It's not about the high-pressure salesmanship for us, it's about getting to know our clients, giving our expert advice, and guiding them in the right direction towards the best decision for their specific circumstances.
We believe talking with your adviser shouldn't feel like a chore, so at HGSL we aim to make the process as simple and stress free as possible. We love talking about finance but we understand not everyone else does, so let us do all the hard work for you.
" At HGSL we aspire to advise and support our clients. You will find that we are always helpful, professional and willing to answer any of your questions no matter how big or small.
Our mission is to help people protect their homes, assets but most importantly their loved ones and themselves. We intend to exceed our client’s expectations every step of the way.
HGSL consists of 4 Financial Advisers who between them have over 80 years experience. I set up HGSL because I wanted to share the 33 years of knowledge and wisdom I have in financial services sector. Everyone should have a form of protection in place to ensure they don't leave their loved ones in the dark.
Speak with one of our advisers to find out how we can suggest long-term and short-term strategies that will help you fulfil your financial dreams ".
Mark Tarry - Director Financial Adviser
Sign up to hear from us about financial news.
Haven Global Strategies LTD is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning LTD, which are authorised and regulated by the Financial Conduct Authority (FCA). Our FCA registration no. 554246.
Haven Global Strategies LTD is a company registered in England & Wales no. 07661911. registered office: Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire WA14 5DD.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.