Established in 2001, HBFS Wealth Management operates as a trading style of Haven IFA Ltd, a firm authorized and regulated by the UK's Financial Conduct Authority. They function as Independent Financial Advisers (IFAs), offering impartial and comprehensive financial advice to both individuals and businesses. Their core mission is to help clients achieve their financial goals through personalized strategies for retirement planning, investment management, mortgages, and estate planning, emphasizing a clear, client-focused, and jargon-free approach.

Founded in

United Kingdom