About Us
WHO ARE WE?
The Haven Partnership Limited was formed in 1995 but our roots go back more than 30 years when Haven Insurance Brokers Limited demerged from Haines & Partners Limited, one of Gloucestershire's leading general insurance brokers.
We are Independent Financial Planners directly authorised by the Financial Services Authority.
Our business style is to take the time and patience to really get to know our clients and to develop long term relationships which are mutually beneficial rather than simply looking for a quick sale.
We are particularly proud to have maintained a close working relationship with Spirax Sarco plc, one of Cheltenham's leading employers throughout the past 30 years. In addition to giving general financial planning advice to their directors and employees we offer regular workshops dealing with items such as pre retirement advice, investment management etc. We have also been retained as advisers to their Group Pension Plan where we deal with the enrolment processes and any requirement for on going advice.
Many of our clients are successful entrepreneurial businessmen and women. We have a particular speciality in providing pre and post retirement advice to clients with reasonably substantial pension funds. A full range of independent financial planning services is available.