Georgia Ball's Contact Details

Georgia Ball's Company Details

Haven Protect Limited

N/A, N/A, gb • 20 - 49 Employees
Financial Services

Located in the rejuvenated market town of Altrincham, Haven Protect Limited (HPL) provides a Holistic Financial Planning Service for both private and corporate clients. HPL is directly authorised and regulated by the Financial Conduct Authority (FCA), with clients protected under the Financial Services Compensation Scheme. We have selected this route to ensure costs are reduced for clients, as opposed to working through a Network where costs can be inflated for the benefit of the Network. We operate as Independent Financial Advisers (IFAs), on a Whole of Market basis, which means that we can independently source business from any provider in the UK; ensuring we can find the most competitive product and solution tailored to you. We have invested heavily in technology for both product research and back office systems, with Intelligent Office providing the hub for our CRM system. Along with 5 star rated research tools such as Defaqto, FE Analytics, Selectapension and Trigold supporting our research of the Whole of Market place. Technology is in the forefront; enabling us to gather information and arrive at a solution to help you meet your goals.Our Services include: -Pensions (HPL are Pension Transfer Specialists)-Life Assurance-Critical Illness Cover (CIC)-Income Protection-Private Medical Insurance (PMI)-Wills & Trusts