We approached Mark and Haven on a recommendation from a family member and have been delighted throughout. We luckily managed one face to face visit before lockdown. That being said all video calls since have been informative and constructive giving us all the information and guidance we required. Everything was clearly explained and representative examples given before any major decisions. Mark is very approachable and nothing has been too much trouble. He answers any emails or calls quickly and has helped me a number of occasions to ensure I really understand any financial matters. My husband is very risk averse so it was important that we were clear on what we were doing and the implications for us and our pensions. We never felt rushed and with Marks assistance were very comfortable with our decisions. Mark explained everything every step of the way including pension, wills, Power of attorney ensuring we are covered for all financial and planning for old age and retirement. We were able to take advantage of our 25% tax free lump sum and be assured of a comfortable retirement

Mark ran through all our documentation plans for retirement assets etc. From here he talked through our options to enable us to make a decision.

Mark offered best advise, and made sure I understood procedures and terms. I am more than happy.

Mark provided me with in depth expert knowledge and helped guide me through the whole process clearly making the entire transfer as painless as possible. Mark would explain in great detail through the numerous steps in such a way to make the transfer much more interesting than I had anticipated.

Mark has given me advice on all of the advantages and disadvantages of the transfer and help me right the way through the process. I am very happy with the outcome.

Mark has been very helpful in advising the pros and cons of transferring my pension and also around other options available around my finances generally

Mark was helpful, very easy to speak to and always gets back to you if you leave a message.

Mark was hugely helpful as I tried to navigate my way through the challenges of pension schemes and helping my understanding before making some really important decisions. He made himself available when required at a point in our discussions where there was no guarantee of any fee income for him.