Meet Our Team!

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Jade has a number of years experience within financial services and is extremely knowledgeable in all areas.

She is one of our dedicated PA's, involved in all aspects of the advisor-customer journey and often the first point of contact for our clients. A hard worker and keen learner, Jade is committed to further developing her industry skill set.

Jade became a part of the Haven team in April 2018 in an administration role. Having previously worked for Quilter Financial Services on the accounts team in 2013 and then for Sesame Bankhall Group in 2016 recruiting advisors and working on the operations team, Jade was already well versed in the Financial Services sector.

Jade has recently passed her R05 qualification and is now in the process of continuing her studies with her next exam being R04. 

When not in the office, Jade enjoys wining & dining, socialising with friends and going to festivals.

Megan joined the administration team in July 2016 and has been a dedicated member throughout her time here. 

Megan conducts the daily office tasks and is often the first to liaise with both current and potential clients.

Megan is revising for the CeMAP exam to conduct Mortgage Advice and Practice this year, in order to further her knowledge in the financial sector.

In her spare time, Megan often socialises with friends, spends time with family and appreciates fine food. 

Caroline has over 25 years experience, working in the Financial Services sector working for provider firms such as Barclays, GE Capital and Royal London. 

Following redundancy in 2014, Caroline decided to lend her experience to working in the IFA sector, and hasn’t looked back. 

This has lead to Caroline having a wealth of experience in Office Management, Paraplanning and Client Support.

Now working at Haven, Caroline is able to continue to pursue her passion for financial services. By using her experience to provide first class PA support to our Director, Mark Tarry, she is able to contribute to Haven clients being able to secure their financial goals.

Caroline’s hobbies include going to the theatre, attending live music gigs, walking in the Lakes and the Peak District, going to the cinema & socialising with friends and family.

Amy has worked on the product provider side of financial services for 2 years and then went on to work for an IFA firm for a further 2 years. She has since joined the Haven team in July 2021.

Amy has previously studied Sport Development at Leeds Met but after obtaining a Sports degree, she decided she needed a different challenge in her life which brought her to the financial services industry. 

She thoroughly enjoys liaising with clients and wishes to progress her career further through studying the CII exams with the aspiration to eventually become a financial adviser.

Amy enjoys travelling and subsequently went backpacking for 3 months around Indonesia, Thailand and Vietnam in 2019. She also plays football and likes going out for food.

Paul joined Haven in July 2021 and is currently learning the role of a review administrator. This involves making client review packs, actioning any fund switches and producing review letters. 

This role requires the use of our various 5 star software's, such as Defaqto and FE Analytics.

Paul aims to complete all the CII exams in the upcoming years in order to further his knowledge in the financial services sector, he is always looking to enhance his development. 

In his spare time, Paul often goes to the gym and socialises with friends.

Grace started at Haven in August 2021 assisting on the legacy pension desk, whilst working with us part time and studying in University. 

Her role involves speaking with pension providers to gain any required client documentation which is outstanding, in order for us to be able to review clients existing legacy pensions. 

Grace loves spending time with family and friends, and often enjoys going out to nice restaurants for dinner. 

Martin joined Haven in May 2019. He was previously responsible for the Letter of Authority (LOA) process and communicates daily with many pension providers in order to gather information on client's existing pension schemes. He has since moved onto the compliance side of the company and now conducts file checks.

Martin first started working in the Financial Services sector in 1986, working for the Prudential for over 10 years. This was followed by several years providing Mortgage Advice for Bridgfords Estate Agents. 

Now working part time at Haven, Martin continues to pursue his passion for the Financial Advice industry by ensuring clients secure their financial goals.

Martin enjoys attending concerts, going to the cinema & playing his guitar.

 Having joined Haven in November 2020, Connor is keen to develop his business degree background knowledge through taking on a financial services role. 

Connor is currently working on the Legacy Pension Analyst team and assists the Review department when required. He also works alongside our Director, Mark, as a case manager when needed.

He has spent the past 2 years in a claims handling role specifically focusing on mis-sold protection and investments. Connor has recently passed the CF6 exam to add to his qualifications and knowledge, having previously passed his RO1 and RO5 exams. 

Connor likes to spend his weekends venturing out to new Towns and Cities as he enjoys the change of scenery and taking in the sights.

Very familiar with the industry, Stuart has more than ten years Paraplanning experience writing suitability reports for defined benefit and defined contribution pension transfers, IHT planning, investments and protection.  

Stuart uses well known software programmes such as Defaqto, Selectapension, Cash Calc, FE Analytics and Trigold to analyse clients' needs in order to research and recommend suitable products and providers aligned to their goals and objectives. 

Stuart is CII Level 4 diploma qualified and joined Haven in October 2020.

In his spare time, Stuart enjoys hiking, cycling, watching football and speedway, record collecting and going to gigs. 

Keith has worked in the accounting industry since 1989 and has gained a great deal of knowledge and experience along the way, which he utilises within the Haven team.

Keith has been one of the new additions to Haven in 2020 having joined us in September. 

A dedicated Manchester City fan, he has been a season ticket holder for over 35 years. 

Keith has two young children with whom he enjoys going for long walks, making Oreo flavoured milkshakes and watching films. 

Darcy joined the Haven team in June 2018 after attending The University of Chester to study advertising and photography. 

Darcy's role involves email marketing, website & social media manager and stationary designer. 

Darcy has a creative role in our team and also often supports the administrators with financial client reviews and fund switches. 

Darcy is currently studying for the R05 Protection exam to further her career in financial services.

Outside of work, Darcy enjoys seeing her long-time friends, horse riding and holidaying in the sun. 

 Having spent most of his working life in Business Management, Wayne decided to branch out into the world of Estate Tax Planning and Financial Services.

His love of business has been complemented by his work in Wills & Trusts and the Financial Services sector in general.

Working alongside a brilliant team of IFA's and Protection Specialists, Wayne can help across the board.

Wayne enjoys travelling to new places he has not yet visited and socialising with his close friends and family.   

After nearly 20 years of living and working in Asia, Mark returned to the UK in 2016. Having moved from an advisory role to a financial services software start up, Mark decided to re-enter the UK advisory industry, and undertook two years of intensive study to acquire his level 4 advisory qualification.

After starting with Haven Protect in October 2019 year, Mark found that he particularly enjoyed helping clients maximise their pension arrangements to achieve their retirement goals, and so studied further to gain ‘Pension Specialist’ status.

Mark also has a desire to become a holistic adviser, and so has committed to a programme of study to achieve Chartered status, the highest level of advisory qualification.

In his spare time, Mark enjoys keeping up with new technology, staying fit, and spending time with his wife and young son. 

Peter joined the Financial Services industry in January 1991 having worked in various roles, from Administration to Technical Paraplanning and providing Financial Advice; with particular emphasis on pensions. 

Pensions are the focus in his role as a Pension Transfer Specialist providing specialist advice relating to Final Salary Pension Schemes. Peter has attained the status as a Chartered Financial Planner and holds both the Diploma and Advanced Diploma in Financial Planning. 

His previous qualifications include G60 and AF3 in pensions as well as AF1 in tax and trust planning and CF8 in long-term care.

His hobbies include swimming, badminton and enjoying time at his caravan with his family.

Having pursued her passion for travel in a career as an Air Hostess with British Airways, Georgia decided to combine her love of working with people with her interest in Financial Services. 

Georgia initially started at our sister company, Haven Global Strategies Ltd, in 2017 as an Administrator assisting two of our Advisers. As her knowledge of the Financial Services sector developed, she expressed a desire to progress and explore new roles within the Company which would allow her to further her understanding of the intricacies of the Financial Services world and to move forward with her career in this field. When an opportunity arose within Haven Protect Ltd as a Protection Consultant, both the Company and Georgia felt this would be the perfect progression for her and she has since made this transition and has found this to be a role she loves and hopes to excel in as she continues her development in the Financial Services arena. 

Having started her Consultancy position in May 2018 and whilst currently advising clients on their Protection needs, Georgia is also in the process of completing her CII exams for her Diploma in Regulated Financial Planning.

Dean is a qualified Financial Adviser and also has 16 years tax consultancy experience, running a boutique Tax Advisory business alongside his IFA role, specialising in the self-employed, landlords, Limited Companies and Capital Gains Tax mitigation. 

While cutting his teeth in Financial Services as a Mortgage Adviser back in 2016 to offer an added service to his tax clients, Dean progressed and obtained full Financial Adviser status and now combines all of these roles to offer holistic advice on all matters finance related.  

A massive football fan, but now of an age where the boots (and gloves in his case) have been hung up, he now fulfils his football ‘kicks’ via his son, Max, who  plays for the same team he did for some 20 years. A keen skier in past years, Dean also hopes that once the 3 children are old enough to hit the slopes, this passion can be resumed.  

Gary has over 20 years of experience as an Independent Financial Adviser, both here in the UK and internationally, having lived in Hong Kong for a number of years.

Educated at Durham University and RMAS, prior to acquiring the regulatory examinations in the UK and Hong Kong.

He takes pride in delivering the knowledge and experience that clients are looking for. 

Gary has a variety of financial services qualifications which include: MBA (Durham), BSc (Hons) DipPFS, MAQ and CeRER. He also hold's the FCA qualification for Discretionary Investment Management  (CeDIM). 

In his free time, Gary enjoys spending time with his family.