We believe that everyone’s circumstances are different and that only by listening to our clients and understanding what they would want to happen, if the worst were to occur can we recommend the correct products, that suit our clients’ needs in a cost-effective manner.

We have built a reputation as specialists in our industry, by staying up to date on the latest products and benefits provided by the major UK insurers. This enables us to give our clients the best possible advice on the products, tax implications, and underwriting of protection policies in a complex and ever-changing market.

Due to the personal nature of the discussions required to advise on the most suitable protection products, Haven Financial Solutions advisors prefer to meet clients face-to-face and at a place and time that suits them. This is typically at our client’s home or office, but we also have a private meeting room within our head office in Poole.

We do understand that this does not suit everyone, and we are happy to work via telephone or video call if preferred.

Thanks to our personal approach, our desire for outstanding customer service and industry knowledge, our business has grown organically with recommendations and referrals from both our clients and professionals working in other related areas.