Founded in 2017 by Stacey Gudgin, Haven Paraplanning Limited is a UK-based firm dedicated to offering high-quality, bespoke paraplanning support to financial advice firms. Their mission is to alleviate the administrative and technical burden from financial advisers, allowing them to focus more on client-facing activities and relationship building. The company provides a range of services including suitability report writing, technical research and analysis, and cashflow modelling, positioning itself as a professional extension of an adviser's team.

Founded in

United Kingdom