Would you consider an introducer role?
Become an Introducer
This would involve you simply referring clients to us for a financial health check, during which we would provide a holistic approach to financial planning. Any clients going forward that you refer to ourselves for financial planning, who subsequently complete business, would entitle you to a share of these fees.
We remain open for business: COVID-19
Haven are following all appropriate safety guidelines to ensure the wellbeing of all our employees, their families and our clients. We remain focused on doing everything we can to support you during this unsettling time. If you have any questions or concerns we are here to help.