OS
Ommarabab Shah
Financial Advisor at Haven Financial Planning
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Work Experience
Financial Advisor
Jul 2023 - Present · 1 years and 6 months
Wealth Management Partner
Jun 2022 - Jun 2023 · 1 years
Financial Planner
Jan 2022 - May 2022 · 4 months
Company Details
Haven Financial Planning Limited is a trading name of Haven Global Strategies Limited. Haven Global Strategies Limited (HGSL) is authorised and regulated by the Financial Conduct Authority. FCA registered number is 844313. We are a firm of Independent Financial Advisers, acting on behalf of our clients to research the best way forward to meet their goals and objectives without any ties or restrictions to providers. Successfully advising in the following areas: Financial Planning for Business Owners, Contractors and Private Clients Pension Specialists Employee Benefits Group Pensions Pension Transfers Mortgage Advice Wills, Trusts & Estate Planning Tax Planning Investment Advice Protection Providing financial advice and tax planning to clients in the UK for over 34 years. Haven take pride in presenting clients with an honest and professional service, thus providing the most suitable and cost-effective packages.
Year Founded
2006
Social Media
Linkedin
Industry
Financial Services, Nondepository Credit Intermediation, Finance and Insurance
HQ Location
Earle House, Ground Floor Atlantic Street Altrincham, Cheshire WA14 5DD, GB
Keywords
investment and protectionestate planning taxcalls and telephonewriting and taxretirement planning investment
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