FAQs

Our clients often come to us with similar questions at the start of their journeys. We have put together a list of questions and answers that may be helpful if you are new to financial planning or Courtney Havers.

Yes, our team includes qualified and experienced Equity Release Specialists.

For more information on our equity release services and lifetime mortgages, download our free factsheets on equity release and lifetime mortgages.

Lifetime Mortgages

Equity Release

Our approach puts your goals and ambitions front and centre in any discussions we have. Your financial plan is designed to help you meet those goals, whether you want to retire early, support your family, or set up your own business.

We do not believe in just selling you a financial product. Our long-term, relationship-based approach will support you on your financial journey and help you achieve the lifestyle you desire.

Yes – we are fiercely independent! Our independence means we have no obligations to any one provider. It means we always work for you and can provide a highly personalised recommendation from the entire market.

Yes. Courtney Havers LLP is authorised and regulated by the Financial Conduct Authority no.463179. Courtney Havers LLP is registered in England & Wales no. OC325079.

We were established in 1990 and have worked with some of our clients since that time. We have been serving people like you for more than three decades, so we are not planning on going anywhere soon!

Yes, our team includes a qualified and experienced Pension Transfer Specialist. It is vital that you only seek advice from a firm that holds the right qualifications and is experienced in this area. Courtney Havers holds Pension Transfer Specialist status.

For more information on our defined benefit pension transfer advice services, download our free brochure.

There will always be a suitably qualified member of the team, who is familiar with your case, available to help you if your financial planner is on holiday when you need them.

Yes. You have around-the-clock access to your portfolio, and you can monitor your investments online.

Meetings typically take place at our offices: 5A Valley Industries, Cuckoo Lane, Tonbridge, Kent, TN11 0AG.

However we are also happy to meet you at your home, place of work or by video call.

Yes, we have ample parking outside our office.

No, initial meetings are always held at our expense. It is important that you have the chance to establish whether we are the right financial planners for you before you commit to anything.

Our initial meeting is a chance for us to have a conversation over a hot drink and find out more about your aspirations, goals, and worries. We will be able to let you know whether we can help you address the concerns you have. We will also explain the financial planning process so you know what to expect and clearly outline what our fees will be.

You do not need to bring anything with you at this stage, but if you feel it would help our discussions if you showed us details of any existing pensions, investments, savings, or protection plans you have, please feel free to do so.

No, coming for an initial meeting does not, in any way, commit you to a further relationship with us.

To book an initial meeting, please contact our team in one of the following ways:
Tel:
 01892 544 233
Email: advice@courtneyhavers.co.uk

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