Haven Financial Planning  Reviews 184

TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

Mine was a difficult case, involving finding an expat retirement solution. Mark Tarry & his team explored, persisted and did not give up. In the end Nick Westell came up with a creative solution which... See more

Rated 5 out of 5 stars

The service provided by Ms Sveta & Amy at Haven Global Strategies are extremely helpful and impressive. Ms Sveta is a true professional, highly efficient, transparent and always kept in touch to e... See more

Company replied

Rated 5 out of 5 stars

Pension Transfers with Haven FP I recently Decided to Transfer my pensions Through Haven FP. Connor Tarry was the financial Advisor I Dealt with What I Thought was going to be a Daunting proces... See more

Rated 5 out of 5 stars

The quality of the service has been second to none. Despite my partner's special circumstances, out mortgage adviser Sveta Kohli was invaluable in finding the best deals for us and securing a mortgag... See more

Company details

  1. Financial Consultant
  2. Financial Planner
  3. Mortgage Broker

Written by the company

Haven Financial Planning is a trading name of Haven Global Strategies Limited. Authorised and regulated by the FCA. We are a firm of Independent Financial Advisers, taking a holistic approach to financial planning. We tailor our advice to clients individual needs and aim is to provide peace of mind and financial security. Our fully qualified and experinced advisers look to build a rapport with clients and will endeavor to help you achieve your financial goals.


Contact info

4.9

Excellent

TrustScore 5 out of 5

184 reviews

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Rated 5 out of 5 stars

A big thank you to Sveta at Haven GSL

A big thank you to Sveta at Haven GSL for my recent mortgage application and the ones before!
Over the last few years Sveta has helped me submit a couple of mortgage / re-mortgage applications. She has guided me through every step of the mortgage process, explaining clearly the different options available and dealing with the Lenders when queries arise. Even when the property transaction does not go to plan, she provides support and guidance on the different options available. Buying a new home or re-mortgaging can be stressful, but Sveta has made this part of the process a lot more easy! I will definitely recommend Sveta and the team at Haven GSL to my colleagues and friends.

21 May 2021
Unprompted review
Rated 5 out of 5 stars

Sveta is just brilliant

Sveta helped me with my re-mortgage and additional borrowing recently. She is very methodical and clear in her communication and was able to get me the best deal in double quick time. I will definitely be working with her again in the future.

12 April 2021
Unprompted review
Rated 5 out of 5 stars

A recommendation from a workmate

A workmate recommended Sveta Kholi directly, specifically because I was new to being a contractor (I had less than one year's accounts) and was finding it hard to find a mortgage. Sveta was as good as the recommendation said, and I quickly had the mortgage offer I needed.

My new mortgage is a loan for nearly twice as much as my last one, but it's a good rate (for at least 5 years) and little more than my old one was. I'm very satisfied.

29 March 2021
Unprompted review
Rated 5 out of 5 stars

I contacted Haven and was very…

I contacted Haven and was very impressed with the advisor Sveta who took my case on and pursued a mortgage deal for me.

Sveta was always in touch and worked often out of hours to ensure all the information that was required from both parties was dealt with, I was very impressed with the whole process and would be happy to use Haven and Sveta in the future.

22 March 2021
Unprompted review
Rated 5 out of 5 stars

Helped me get a remortgage against the odds...

Contacted Haven for some assistance with a remortgage. We had struggled previously as both myself and my partner are self employed / contractors so a lot of places weren't too keen on assisting us.

We got an advisor called Sveta who has been absolutely fantastic in terms of getting us over the line and arranging a remortgage for us. She has been tireless in her efforts to help us and stayed in constant contact with us to try and get all the information she needed to discuss. Often she would be emailing way outside of office hours to help get additional information or update us on new developments. Some of the additional hoops that we had to jump through were ridiculous but Sveta was really on top of things and has managed to deliver a remortgage that works for us, which prior to contacting Haven, seemed like it would be impossible.

I cant recommend her highly enough, and my other dealings with Haven advisors have also been very positive.

26 February 2021
Unprompted review
Rated 5 out of 5 stars

Haven Global Strategies were excellent…

Haven Global Strategies were excellent in finding a contractor mortgage . Our consultant was extremely knowledgeable and guided us through every step of the process . The level of service was also excellent and our consultant dealt with all our enquiries promptly and efficiently . I would definitely use this service for our next mortgage .

20 January 2021
Unprompted review
Rated 5 out of 5 stars

I was introduced to Haven by my…

I was introduced to Haven by my accountant (Paystream) as I was looking for a mortgage to purchase a new property. The agent I was assigned from the beginning of the process was Sveta Kholi and from moment one she is been nothing short of outstanding in terms of the service provided, knowledge, efficiency, responsiveness, support and after care just to mention few of the qualities she possess. I would highly recommend Haven and if you are lucky enough to deal with Sveta then you are one lucky person, thanks Sveta.

20 January 2021
Unprompted review
Rated 5 out of 5 stars

Stress free mortgage application

It has been a pleasure working with Sveta on our mortgage application. As a newly employed Contractor, many brokers doubted whether I could obtain a mortgage with my self-employed partner. Sveta knew exactly who to approach and got us a reasonable mortgage rate with a well-known lender. Sveta took the stress out of the whole process and was very patient in answering all our questions. I wouldn’t hesitate to recommend - thank you Haven!

11 January 2021
Unprompted review
Rated 5 out of 5 stars

Fantastic, Personal Service. Well Recommended

An extremely professional and personal service in securing our mortgage. We were kept informed throughout and guided through the application process which was quick and easy. Would highly recommend and will definitely be using the company again.

30 November 2020
Unprompted review
Rated 5 out of 5 stars

Excellent

Excellent, professional and trustworthy staff who dealt with my pension reliably and efficiently. Highly recommended.

27 November 2020
Unprompted review
Rated 5 out of 5 stars

An excellent focussed service and value for money

We have been using Haven for four years now and always receive a focussed approach which is relevant to our needs. They have taken great lengths to understand our future plans, the financial structures required, and to provide the most appropriate advice. The fees are reasonable too; money well spent!

27 November 2020
Unprompted review
Rated 5 out of 5 stars

Morgage, new fix rate

I am very grateful to sveta and everyone at haven, all were very helpful and did there very best to get all my paperwork sorted for me
Thanks again Steven tarry

21 November 2020
Unprompted review

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