Haven Financial Planning  Reviews 184

TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

Mine was a difficult case, involving finding an expat retirement solution. Mark Tarry & his team explored, persisted and did not give up. In the end Nick Westell came up with a creative solution which... See more

Rated 5 out of 5 stars

The service provided by Ms Sveta & Amy at Haven Global Strategies are extremely helpful and impressive. Ms Sveta is a true professional, highly efficient, transparent and always kept in touch to e... See more

Company replied

Rated 5 out of 5 stars

Pension Transfers with Haven FP I recently Decided to Transfer my pensions Through Haven FP. Connor Tarry was the financial Advisor I Dealt with What I Thought was going to be a Daunting proces... See more

Rated 5 out of 5 stars

The quality of the service has been second to none. Despite my partner's special circumstances, out mortgage adviser Sveta Kohli was invaluable in finding the best deals for us and securing a mortgag... See more

Company details

  1. Financial Consultant
  2. Financial Planner
  3. Mortgage Broker

Written by the company

Haven Financial Planning is a trading name of Haven Global Strategies Limited. Authorised and regulated by the FCA. We are a firm of Independent Financial Advisers, taking a holistic approach to financial planning. We tailor our advice to clients individual needs and aim is to provide peace of mind and financial security. Our fully qualified and experinced advisers look to build a rapport with clients and will endeavor to help you achieve your financial goals.


Contact info

4.9

Excellent

TrustScore 5 out of 5

184 reviews

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Rated 5 out of 5 stars

Very professional Service

I was introduced to Ms. Sveta Kohli for mortaging of my properties - turned out to be the best decision for such important financials matters!

She is a thorough professional, very approachable, providing a selection of best products available in the market.

Customer Care is top-notch. From start to finish, transparent process, very proactive and helpful - advice and guidance is just an email/phone away. I have solicited her services on more than one occasions and they have always delivered a 5* service. Highly recommended.

January 23, 2022
Unprompted review
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Reply from Haven Financial Planning

Thank you very much for your review of Sveta Kohli. We are delighted to hear that she provided you with a 5 star service! Thank you for continuing to use our services and we look forward to helping you again in the future.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Highly Recommended

Having now been a Haven client for 7 years we continue to be extremely happy with the service and advice that they provide. Mark (Tarry) is always approachable and responsive and willing and able to provide sound guidance on all matters financial. He’s always very generous with his time and patient in his explanations and my wife and I are hugely appreciative of that.

December 19, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Adrian,
Thank you very much for taking the time to tell us about your experience at Haven and with your adviser Mark Tarry. We are delighted that we have been able to provide you with valuable support and advice. We look forward to continue working with you.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

I have used Sveta who works at Haven to…

I have used Sveta who works at Haven to find me competitive mortgages for me on more than one occasion.

Top Marks for Sveta I recommend her to all my friends I recommend her to you reading this.

December 17, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Miguel,
Thank you for your review of our mortgage adviser Sveta Kohli, we really appreciate your feedback! Thank you for recommending our services and we look forward to continue working with you over the years to come.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Mortgage Broker Service

I recently contacted Haven Global regarding their broker services for mortgages.

Financial advisor, Sveta Kohli, was my contact.

I am extremely happy with the level of professionalism and due diligence shown by Sveta. At all stages in the process she was available to answer my queries without hesitation and in a timely manor.

I would fully recommend Sveta for any financial advice required.

December 16, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Paril,
Thank you for taking the time to share your feedback with us, we really appreciate your kind words. We are delighted that you have received a positive Haven experience via Sveta.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Mortgage extension a breeze

Their experience dealing with business owners and contractors shone through. Quick, efficient service.

December 14, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Geoff,
Thank you for your feedback and 5-star rating! We are delighted to hear you received an efficient service and look forward to helping you again.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Professional helpful advice, first class

So pleased I was able to use Haven Protect to help sort out my pension, very clear advice, every member of the team was most professional and helpful, I would recommend them completely

December 12, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Eddie,
Thank you for taking the time to post a review, we really appreciate your feedback. We will pass your comments onto the team, they will be delighted!

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Amazing service

December 11, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Annalise,
Thank you very much for the 5-star rating, we are pleased to hear you were happy with our service!

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Highly recommended!

The service provided by Ms Sveta & Amy at Haven Global Strategies are extremely helpful and impressive.

Ms Sveta is a true professional, highly efficient, transparent and always kept in touch to ensure the mortgage process is smooth. What impressed me the most was that she guided us on our further steps even after our offer was already accepted. Highly recommended! Thank you so much.

November 12, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Dipanshu,
Thank you very much for taking the time to leave your feedback! We are extremely pleased to hear that you were happy with the service provided by Sveta and Amy and that you would recommend us.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Extremely helpful and efficient in…

Extremely helpful and efficient in arranging my mortgage offer, I would definitely recommend Haven as a mortgage broker if you are working through an umbrella agency.

November 9, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Fred,
Thank you for your positive feedback and 5 star rating! We are so pleased to have been able to help and that you would happily recommend our services.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Needed a remortgage

Needed a remortgage, and haven was happy to help me out from start to finish they guided me through and did all the hard work, everyone in the team is professional I’ll be using them again on my next house,

November 3, 2021
Unprompted review
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Reply from Haven Financial Planning

Thank you for your 5 star review! We are happy to hear that you had a wonderful experience with Haven. We look forward to helping you again in the future.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Mortgage Offer

Sveta from Haven was able to secure me a very competitive mortgage offer, through a straight forward and well organised step by step process and gave good advice along the way. Thanks!

October 25, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Matt,
Thanks so much for your feedback! We are pleased to hear that Sveta was able to help you by administering an organised process.

Kindest regards,
The Haven Team

Rated 4 out of 5 stars

Very Helpful

Very Helpful, prompt and polite, highly recommend.

October 11, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Lee,
Thank you very much for your review, it is great to hear that you are happy with our service and we are so pleased to have been able to help.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Clear understanding of requirements and great communications

Ms Kohli communicates very clearly and is very supportive and understanding of our requirements. Overall they helped us achieve the results we wanted.

October 6, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Nuuvo,
Thank you for your feedback and 5 star rating! We are so glad that Sveta could help and that you are happy with the support provided.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Impeccable service

Just when you thought all was lost, in steps Sveta. Due to my contract situation, finding a mortgage lender who understands the modern world was very difficult. Sveta however was able to find my wife and I a mortgage within days. I can't recommend Sveta enough. The service we received was amazing. Sveta was always there, guiding us through the process and making sure at all times that we understood what was going on. Thank you Sveta and Haven.

October 4, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Joseph,
Thank you very much for taking the time to review the service you received from Sveta. We are grateful for your comments and for rating the service Five Stars!

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Professional Service

I am impressed with the service provided by Sveta at Haven Global Strategies. She is a true professional, efficient and transparent broker, and always kept in touch to ensure the process is flawless. The mortgage application process was straight forward, quick and stress-free right from the first day to getting a great offer. I wouldn’t hesitate to recommend, thank you.

September 29, 2021
Unprompted review
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Reply from Haven Financial Planning

Thank you very much for the positive review on the service you received from Sveta. It's great to hear your feedback and that you would recommend us.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

The cooperation with Haven Global was excellent

The cooperation with Haven Global was excellent. They were fast and explained everything in detail and understandable. They took care about my requests and the respective implementation of the pension scheme. I'm very pleased ...

September 28, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Jeannette,
Thank you so much for taking the time to review the service you received from Joe. We are thrilled to hear that you are pleased!

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

First class service from start to finish

First class service from start to finish from Sveta Kohli. Sveta was very thorough and went over and above our expectations for mortgage
and financial advice. She gave us various options to consider with no pressure whatsoever. Excellent communication and very responsive to queries. Glad we chose her and will be going to her in the future for retirement planning. Would definitely recommend her.

September 20, 2021
Unprompted review
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Reply from Haven Financial Planning

Thank you for taking the time to leave a review! Great to hear you were happy with the service provided by Sveta and we look forward to helping you again in the future.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Mortgage advising as it should be

I was lucky to have contacted Haven Global Strategies Limited for my mortgage requirement who put Sveta to look into my case. She first listened to all my requirements and situation, and gave me reassurance about successful outcome should I wish to proceed. True to her words, with straight forward questions and requests for documents to support my application, she got me a competitive offer of mortgage in less than anticipated time. I'd highly recommend Sveta from Haven Global Strategies Limited.

September 19, 2021
Unprompted review
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Reply from Haven Financial Planning

Thank you for your 5 star review! We are delighted to hear Sveta was professional and listened carefully to ensure she sourced the best offer for you and your circumstances. We look forward to helping you again in the future and thank you for recommending us to others.

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Highly recommended

We were fortunate enough to have Sveta looking after our mortgage. Sveta is knowledgeable, patient (with the pandemic going on it has taken us around 2 years to finally be in a position to move) and made the process a breeze. She's always quick to reply to queries, and as a self employed contractor looking for a home loan myself, I found her knowledge of the products and lenders is second to none.

Highly recommended

September 13, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Jamie,
Thank you for your kind words and for taking the time to leave a review. We are really pleased to hear that you were satisfied with the support provided by Sveta!

Kindest regards,
The Haven Team

Rated 5 out of 5 stars

Excellent service

Sveta Kohli from Haven Global Strategies has been an incredible Financial Adviser, thorough, efficient and responsive. She strives to achieve the best deal for her customers. I was already very pleased with a mortgage arrangement she made for me, later she got me even an better one. I highly recommend the firm and especially Sveta.

September 7, 2021
Unprompted review
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Reply from Haven Financial Planning

Hi Sandy,
Thank you for the wonderful review and for taking the time to share your feedback. Our priority is customer service and we are thrilled that Sveta met that mark!

Kindest regards,
The Haven Team

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