Haven Wealth Management

At Firmitas Financial Services Ltd, we believe that everyone deserves the chance to achieve financial wellbeing. We are a team of experienced and passionate professionals dedicated to providing tailored financial advice and guidance to individuals and families. With over 30 years of experience in the industry, our qualified advisors can assist you in building, growing, protecting, and preserving your wealth.

What We Do

Our commitment to client-centered wealth management encompasses a comprehensive range of services designed to meet your unique needs and goals. We specialize in:

• Wealth Planning & Investment Strategies: Develop a personalized plan to achieve your financial goals, addressing everything from retirement planning to estate management.
• Retirement Planning: Optimize your contributions, explore various investment options, and mitigate potential risks to secure your future.
• Investment & Portfolio Management: Build and monitor a diversified portfolio aligned with your risk tolerance, goals, and financial situation.
• Tax & Estate Planning: Minimize your tax burden and ensure your assets are protected through robust estate planning strategies.
• Business & Succession Planning: Secure the future of your business and ensure a smooth transition to the next generation.

Our Values and Philosophy

We believe in:

• Client-Centered Advice: Building strong and trusting relationships with our clients is paramount. We take the time to understand your unique financial situation, goals, and aspirations.
• Transparency & Communication: Openly communicating our processes, fees, and potential risks ensures you make informed decisions.
• Long-Term Partnerships: We view our client relationships as long-term collaborations, evolving with your needs and goals over time.
• Integrity & Expertise: Our team comprises experienced professionals with deep knowledge and qualifications in financial planning and wealth management.

Why Choose Firmitas Financial Services Ltd?

• Access to the expertise and resources of St. James's Place, one of the UK's leading wealth management firms.
• Personalized and tailored financial plans that align with your unique aspirations.
• Comprehensive range of services covering all aspects of wealth management.
• Open communication and ongoing support throughout the process.