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
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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
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
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
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
Earle House, Ground Floor, Atlantic Street, WA145DD, Altrincham, United Kingdom
- 01615198500
- info@havenfinancialplanning.co.uk
- havengsl.com
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
Mortgage extension a breeze
Their experience dealing with business owners and contractors shone through. Quick, efficient service.

Reply from Haven Financial Planning
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

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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,

Reply from Haven Financial Planning
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!

Reply from Haven Financial Planning

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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 ...

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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

Reply from Haven Financial Planning
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.

Reply from Haven Financial Planning
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