“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”
“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”
"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"
"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"
“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!"
"Hi Sveta & Megan, Just a short note to thank you for your help and patience getting pension started"
"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"
"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"
"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.
"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"
"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"
Haven Global Strategies Limited is authorised and Regulated by the Financial Conduct Authority. Our FCA registered number is 844313.
Haven Global Strategies Limited 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.
Haven Global Strategies Limited is associated to Haven Protect Limited, which too is regulated by the FCA, along with Haven Accountancy & Tax Planning Limited.
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