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Tel: 01892 544233
was founded in 1990 and we are Independent Financial Advisers, working for people who need genuine, comprehensive and unbiased advice to enable them to achieve their financial goals.
Our reputation for being approachable and down to earth has earned us many clients who have remained with us over many years, ranging from individuals and family businesses to expanding PLCs.
Loyalty and confidence are inspired by over 70 years collective experience between our advisers in all aspects of personal and corporate financial planning.
Our job at Courtney Havers
is to guide you in your financial planning throughout your lifetime.
By building a strong relationship with our clients, our aim is to provide you with sound financial advice both now and in the future as your circumstances and objectives change.
In an increasingly complex and ever changing financial world
, Courtney Havers
can help guide you through the maze and evaluate the best options available to match your particular needs.
Totally independent of financial institutions, we offer all our clients personal, unbiased and professional advice on a wide range of financial matters.
As part of our overall financial service, Courtney Havers
work closely with other professional advisers including Solicitors and Accountants, thereby accessing taxation and legal expertise on behalf of our clients.
All information about our clients is, of course, treated in the strictest of confidence.
You can visit us at our offices, or alternatively, we can see you at your place of work, or in the comfort of your own home.
Our initial meeting with you is at Courtney Havers'