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.
Our advisers will explain everything clearly and will guide you through what can often be a confusing process, in a continuously changing market.
HGSL use the latest technology for our research. Software programs like Dafaqto, a 5 star rated program, Select a Pension, Trigold for mortgages, Assureweb for protection and a vast experience over the years in dealing with product providers.
We operate on a Whole of Market basis, meaning we can independently source business from any provider in the UK ensuring we can find the most competitive product best suited to your needs.
Our team is highly experienced and qualified. 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.
We consult with each client either face to face or via phone call, depending on their preference, to understand their aims, concerns and preferences. We reinforce our approach through pro-active planning and regular reviews.
" 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 5 Financial Advisers who between them have over 80 years experience, along with a large team of administrators to assist the advisers. We at HGSL want to educate clients and demonstrate through stages and steps we put in place to meet their objectives, they can reach their goals in life, not only financially but, personally too.
Working together for you, with you, to ensure you both protect and invest for a happy and healthy future.
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
Independent Financial Adviser
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