“Having travelled and met so many financial advisers over the years. I can wholeheartedly say Mark and his team are one of the very best.
The dedication to financial wellbeing, financial freedom and client care is parallel to none. This combined with a dedicated approach to professionalism and years of experience makes Mark the best amongst a few”
Victor
“The thought of moving out of a healthy final salary scheme pension built up over 30+ years is arguably the most important and difficult decision you can make but the team at Haven were marvellous. They walked me through every stage with no pressure at any point and were always on hand to answer my questions and steer me through the whole process, making sure I was comfortable before any final decision was made”
Anonymous
"I have been using Haven Global Strategies for financial advice for around 5 years. Around 18 months ago I decided I wanted to finish work. I spoke to Mark Tarry at Haven Global Strategies to establish if it was feasible. I had my own business, some savings and a private pension.
With the help of Mark we looked at a number of options one being the transfer of my pension which although it did allow me to take a lump sum I would have also had to take an annual pension but the lump sum was capped and the annual pension reduced quite considerably. This did not meet my needs as I only wanted to take a fixed lump sum from my pension so with the advice and help of Haven Global Strategies I transferred my pension to a new provider allowing me to take a higher lump sum without having to take an annual pension.
Without their help and advice I would still be working. They have helped me to achieve my goals and speak to me annually to ensure they are still being met"
Maureen
"Making the ‘Pension choice’ isn’t easy and knowing if you’ve selected the right ‘independent advisor’ is just as difficult.
Our Haven advisor worked closely with me, helping me to explore my own personal circumstances alongside my wife, so they could provide detailed analysis of our financial needs for now and the future. We were presented with a number of options going forward with pros and cons for each (including staying with my defined benefit scheme). There was no pressure for us to make the decision.
I truly believe the advice to have been ‘independent’ and geared to what would be best for our personal circumstances and would recommend Haven Global Strategies to my family and friends. The Flexible Access Drawdown was the right choice for us, for now, that meets our needs best. Going forward with Haven, I know I have an advisor that will review this regularly with my interests at heart"
Dave
“A big thanks to Mark Tarry and the team at Haven Global Strategies Limited. Moving our pensions from a very good Final Salary Scheme to a SIPP has been an excellent decision and has allowed us to plan for our futures and early retirement which would not have been possible under our old pension arrangements.
Mark is obviously a very experienced Financial Adviser and was knowledgeable, practical and straightforward with his advice at all times. At no stage did we feel under any pressure to move our pensions as Mark’s sole focus was to ensure the products offered fitted our requirements – not only in the short term but in the long term.
The entire process of moving pensions was very smooth, completed in a timely manner and with full support from Mark & the team. Highly recommended”
M & J Carroll
"I just wanted to send you a quick note to say how grateful I am for Sveta's help in the remortgage of my flat. Sveta has been amazing, supportive and always available to help with my queries/worries throughout these last 6 months. I cannot thank her enough and I will definitely recommend her to my colleagues and friends!"
Shirley
"Hi Sveta & Megan, Just a short note to thank you for your help and patience getting pension started"
Anonymous
"I would like to express my gratitude for Sveta for her hard work and dedication in assisting me with my Mortgage and Insurance policies.
Keep up the good work been an absolute pleasure"
Anonymous
"Sveta work ethic is exceptional, flexible as well as service & detailed driven, assisting to navigate the lending market, making the process much easier for any borrower.
Every question was answered promptly and expertly, providing confidence that the right person was handling my mortgage application process.
I would 100% recommend Sveta to friends or family, and will be using her services going forwarded without a doubt"
K Harding
"I have been working with Sveta for our mortgage and would like to give some feedback.
Sveta has been very pro-active and friendly, yet professional, in her communications with me.
Sveta came across as very well informed in her area of work and has always provided me with knowledgeable and unbiased advice (at times, even if it meant not using her services) and has also always kept me informed of the risks involved at every step.
The timelines Sveta provided at any point were conservative but were taking any unforeseen delays into consideration which was helpful. Having said that, all the work always got done before time!
I would not hesitate to recommend Sveta to anyone I know looking for mortgages and myself look forward to working with her in the future.
Thanks!"
N Dheer
"A work colleague recommended contacting Sveta when I was looking for a new mortgage, which as a contractor can be difficult to arrange. I found Sveta very professional, she listened to my requirements and then found a suitable product with a much lower interest rate than my existing mortgage.
As well as arranging the new mortgage Sveta also helped with setting up a new pension, which consolidated a number of existing pensions, and arranged a life insurance policy. It would have been too time consuming for me to try and do this myself so probably wouldn’t have happened. Now I have peace of mind that my family are protected should anything happen to me.
With all of the products I felt I was given good advice. The options available to me were clearly presented and any questions I had were answered well. Sveta kindly arranged meetings around my schedule enabling me to have discussions when I was at home so I could speak openly and had time to digest the information. The application processes went smoothly and I was told the information I needed to provide. Sveta was very proactive in keeping the momentum going to complete these processes quickly.
I will definitely recommend Sveta to anyone I hear of that requires financial advice"
A Middleton
"Sveta Kohli recently arranged a buy to let mortgage for me. I found her to be at all times courteous and helpful.
I am happy that the product she arranged for me was appropriate for me and my property purchase has now completed smoothly.
She also went out of her way for me. She arranged for an error in my mortgage offer to be rectified within a couple of hours on a Saturday, so that my offer on the property could be put to the vendor swiftly. She also arranged for the life cover that I wanted.
I would have no hesitation in recommending her"
S Guy
"As you are aware, buying a house or re-mortgaging can be a stressful time. Having said that, for us, this wasn’t the case as we were always receiving constant updates making the whole process as smooth as possible.
Sveta is always so helpful and willing to go the extra mile, making us feel like truly valued customers.
This for me, is the reason I continue to use your services"
D Julian-Golding
"I have been a client of Sveta's since 2018 and have gone through three mortgages with her. I have 100% trust and faith in the Sveta's knowledge and expertise. She is diligent, professional, pro-active and no matter the circumstances she never fails to achieve the end result.
Her service is excellent which is evident in her availability around the clock. It put me at ease knowing she was contactable at any time, and was actively willing to answer any questions I had. I will definitely be continuing our relationship and have no hesitation in recommending her"
Ajay
"Dear Team at Haven Global Strategies,
I would like to thank Sveta for her help in organising remortgage for my house.
My requirements were unique as I was looking for an offset mortgage as my current bank was not providing me with competitive rates. Sveta was able to search for an excellent rate for me; in addition, she also went out of he
"Dear Team at Haven Global Strategies,
I would like to thank Sveta for her help in organising remortgage for my house.
My requirements were unique as I was looking for an offset mortgage as my current bank was not providing me with competitive rates. Sveta was able to search for an excellent rate for me; in addition, she also went out of her way to provide me information on switching my offset account.
Due to COVID-19 pandemic the whole process was moving very slowly but Sveta took personal efforts in chasing the bank and the legal team for switching my mortgage on time. During the whole process she was more like a friend than a financial advisor. I would highly recommend her to all those who are looking for a stress free service for mortgage or remortgage"
Raja
"I knew as a 60 yrs+ contractor finding a new mortgage would not be easy. My requirements were quite complex - I wanted to convert my then residential mortgage to a buy to let, remove the maximum amount of equity and then after renting a property for 12 months buy a new home on an interest only basis.
At the same time, she also assisted an
"I knew as a 60 yrs+ contractor finding a new mortgage would not be easy. My requirements were quite complex - I wanted to convert my then residential mortgage to a buy to let, remove the maximum amount of equity and then after renting a property for 12 months buy a new home on an interest only basis.
At the same time, she also assisted and advised on the process of cashing in some pension policies and consolidating my pension pot into one account with Old Mutual Wealth.
Sveta has done a fantastic job in sourcing both loans and managing the process over a significant time span with patience and determination to get us the best deals possible.
I would be happy to recommend her service to anybody requiring pension advice and/or financing a property purchase"
John
"Sveta was excellent from start to finish. She took time to explain everything to us and was always available to answer my questions, often replying way past normal working hours. We needed our mortgage sorted quickly as we had found a house we wanted and did not want to miss out on it, Sveta worked really hard to get our application pushed through and went to the trouble of gathering lots of information for the application in order to pre-empt any questions that might have come back from the lender. Sveta was friendly and professional and as a result of our experience we have already used Haven for Private medical and we intend to sort out a pension via Haven as well"
Colin
"I and Vitrusha really impressed and happy for the mortgage advice given by Sveta and further help including achieving the offer so far to get our first home. We can make sure than we can give 05 out of 05 stars for your honest and pro mortgage advisory service and pleasant service. I am strongly recommending your service for future and will definitely share your details to my friends and family indeed.
Thank you very very much"
Kishan
"I just wanted to say thank you again Sveta for the great service, getting us a renewal mortgage product that was not available to us directly with our bank. You have come good for us once again.
Thanks for turning it around so quickly, being patient and thorough and dealing with our queries outside normal hours to fit in with our busy schedules.
I'd be more than happy to continue to recommend you to friends and colleagues when it comes to financial services.
Best wishes"
Kevin
"Sveta has now organised two mortgages for me and I would be pleased to recommend her services to anyone looking for a new residential mortgage.
In 2019 Sveta organised a remortgage for a rental property. In 2020 she organised my new residential mortgage.
Neither of these purchases were straightforward due to various reasons including the coronavirus pandemic and its restrictions. Nevertheless Sveta was attentive throughout and remained accessible throughout a lengthy process. When interest rates reduced during the process the savings were passed on to me. When we needed to challenge a bank valuation Sveta was there to support and advise.
I am thankful to Sveta for her experience, level head, patience and professionalism. I would use her again without question"
Nick
"To whom it may concern, I just wanted to say that Lucy is a true asset to your company.
She’s always the first person to wish you a good day with a big smile and when you talk to her she’s very passionate about the job that she does and the company she works for.
A genuine asset"
James
"Just a quick note to say thank you so much for your help in arranging our mortgage.
It was a tricky situation, but you helped us immensely. I have to compliment you on your knowledge of the market and your willingness to find a workable solution to our challenges.
As an ex-mortgage broker myself (admittedly over 20 years ago), I know how hard it can be to find the right product as well as navigating the vagaries of lender intermediary teams.
I also want to commend you for your dedication during absolutely heart-breaking personal circumstances. My wife and I are very sorry for your loss and grateful for your ongoing support.
Thanks again and all best wishes"
Rob
"Havengsl helps me find the best rate and mortgage products on the market. I am very satisfied with its service and Sveta , she is so kind to help me on every question I asked and she even worked overnight and weekend. With her professional service , we solved all the documents during Saturday and submitted the application Monday!
After the offer, she is kind to help my solicitor on the complete. Definitely, she will be my next broker representative for next home buying"
Bo Ma
"I just wanted to express my deepest gratitude for all the help and support received from Sveta.
During a global pandemic with additional stress of new regulations (EWS) restricting any kind of purchase, Sveta remained so calm and supportive and managed not only to get me through these issues, she also consistently kept me informed throughout and managed to get me my offer! I am pleased to say thanks to Sveta I will now be moving into my new home!
A fantastic professional service I would highly recommend and give 20 out of 10!"
Saeedah
"I just wanted to provide some feedback on my experience of identifying and applying for a mortgage through Haven and Specifically with Sveta.
Sveta originally helped me identify a mortgage when I was in a contract roll in 2018. Sveta was patient, efficient and helped me get through the whole process with amazing ease. The whole process was seamless. She was clear and concise in what was needed, kept in touch throughout the whole process and has a wonderful calm but friendly manner that made me fell like she really had my best interests at heart.
This month she has been helping me ‘port’ my mortgage with the Halifax and again, I've felt totally at ease. She has called me whenever I have needed her to with reassurance and her usual calm practical approach that has meant its all sorted with minimal fuss and absolutely no hassle or concerns at all.
I would recommend haven and particularity Sveta to anyone who needs help sorting out their finances"
Katrina
"I have used a number of mortgage brokers throughout the years in Australia and the UK, and would highly recommend Sveta from Haven Global Strategies. From the very onset she was clear on the types of products that would suit my needs, transparent on the process, costs and timelines, managing my expectations along the way. When it came time to apply for a loan, the ask for documentation was clear and concise, and where the lender needed more information she was able to liaise with them to get them comfortable with my contracting employment situation, which further reassured me that there would be no issues getting my loan approved.
It takes a team of people to purchase a home, you have the buyer, real estate agent, solicitor and your mortgage broker (who also deals directly with the lender), so it is invaluable to have the right person doing each of these roles and can work cohesively together to get to the end goal, which is a completed home purchased with the best of finance conditions and terms in the market at that time for your personal situation. Thank you so much Sveta and team and look forward to moving into our new place and would no doubt seek your services again should we need to. Thanks again"
Tuan & family
Haven Global Strategies Limited
Earle House, Ground Floor, Atlantic Street, Altrincham, Cheshire WA14 5DD.
Haven Global Strategies Limited is a company registered in England & Wales no. 07661911.
Haven Global Strategies Limited is authorised and regulated by the Financial Conduct Authority (FCA), no. 844313.
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.
Our Director, Mark Andrew Tarry is a member of The Personal Finance Society and the Chartered Insurance Institute.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.
Haven Global Strategies Limited is associated to Haven Protect Limited, which too is regulated by the FCA, along with Haven Wills & Estate Planning Limited.
Copyright © Haven Global Strategies Limited 2023.
We have had the pleasure to partner up with Paalan and the team from Sood, who have undertaken a major rebrand of Haven. Sood are very well established and have recently revamped the Chamber of Commerce website. The new website and trading name, Haven Financial Planning Limited, is now live. This transition is to better reflect our values, mission, and vision. We aim to utilise the latest technology in order to help us unlock the power of financial planning for our clients. You can continue to call us on 0161 519 8500 or email info@havenfinancialplanning.co.uk