Building wealth
If you are in the wealth-building phase of life, we will help you understand what you have, where you are headed, and how you can best build and safeguard your wealth to achieve your goals.
In safe hands
Courtney Havers has more than 30 yearsā€™ experience helping individuals and families build and protect their wealth. Our focus is on what is right for you.
We will help you visualise and define the goals you are working towards, and guide you through your investment, pension, and protection options. We will align your financial arrangements to those goals using cutting-edge cashflow modelling technology, ensuring you receive a plan that is highly personalised to your ambitions and objectives.
How we work
The five stages to developing your lifetime financial plan
1. Initial meeting
Get to know us (at no cost) and find out if we are the right financial planners for you.
2. Fact find
Help us to get a clear picture of your current financial situation and your plans for the future.
3. Planning meeting
We will begin to design your plan and make recommendations aligned with your lifestyle goals.
4. Implementation
Sit back and let us implement the core recommendations from our agreed plan.
5. Ongoing service
Meet with us on a regular basis to ensure you remain on track to meet your goals.
Courtney Havers LLP is registered in England & Wales no. OC325079. Registered Office: Hilden Park House, 79 Tonbridge Road, Hildenborough, Kent TN11 9BH. Courtney Havers LLP is authorised and regulated by the Financial Conduct Authority no.463179. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at https://www.financial-ombudsman.org.uk/
Production
