Find out what your pension could be worth at retirement. Identify lost pension pots, review your existing investment strategy and understand the potential impact of fees and charges on your retirement savings.
Take back control of your financial future with tailored guidance from qualified experts.
Lost track of an old workplace pension? We can help trace your pension and review how it fits with your existing arrangements. If consolidation is being considered, we'll explain the options, benefits and potential drawbacks before you make a decision.
We'll review your current investment strategy and consider whether it remains aligned with your objectives, timescale and attitude to investment risk.
Fees and charges can affect the value of your pension over time. We'll review the costs associated with your existing arrangements and explain how they may affect your retirement savings. Where appropriate, we'll discuss the options available to you.
Understanding how your pension could support your retirement. We can help you plan ahead. We'll help you consider your retirement income options and the factors that could affect your future income.
Fill in a 60-second summary of your current age, estimated pot size, and contact preferences.
A member of the Haven Financial Planning team will contact you for a brief, friendly conversation about your pension review and how we may be able to help.
Receive an illustrative pension projection and a summary of the areas identified for further consideration. If you choose to proceed with regulated financial advice, we'll explain the advice process and applicable fees before you decide.
Online • Calculator-Aware
Rated Excellent on Trustpilot
Rated 4.8 out of 5 stars on Trustpilot"Good at finding creative solutions for difficult cases"
"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 I had not thought of before... my experience with Haven Financial has been a very happy one."
"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. Highly recommended!"
"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 process turned out just the opposite... Excellent Team work would highly recommend."