Building sustainable wealth
Located in the rejuvenated market town of Altrincham, Haven Protect Limited (HPL) focuses on providing DB pension transfer advice and services.
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 your needs.
HPL act on your behalf, advising what's in your best interest without any ties or restrictions to providers. Check if your adviser is Tied, Restricted or Independent.
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.
Director Mark Tarry has been helping clients make informed financial decisions, in the most challenging of times, for 35 years. HPL was subsequently incorporated in June 2016.
Get in touch with one of our friendly team members, today!
The Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society, has established a voluntary code of good conduct for Safeguarded and Defined Benefit Pension Transfers advice - the ‘Gold Standard’.
Financial advice firms, such as ourselves, who adopt and promote this standard adhere to a set of principles. As a result, you can be confident that you are dealing with an ethical and professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.
As we embed all nine principles of the Gold Standard in our firm, we are confident that clients will be better prepared for discussions about what to do with their safeguarded benefits and that this will lead to a stronger, more informed, trust-based relationship with us.
HPL are a proud firm that has met the criteria to achieve the Pension Transfer Gold Standard status.
Haven Protect Limited is a company registered in England & Wales no. 10216588. Registered Office at Earle House, Ground Floor, Atlantic Street, Altrincham, WA14 5DD. Haven Protect Limited is authorised and regulated by the Financial Conduct Authority no. 773416. 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.
Copyright © 2023 Haven Protect Limited