Haven IFA Overview

  • Founded
  • 2005
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Haven IFA General Information

Description

Provider of independent financial advisory services to both individuals and businesses. The company offers advice on pension savings, retirement options, mortgages, life and health insurances, investment portfolios, annuities, pension plans, savings and investments, and tax planning through a long-term approach of fully understanding clients needs, wants and aspirations, prioritizing objectives and developing appropriate strategies, enabling clients to manage investments and achieve goals.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Parent Company
Primary Office
  • Unit 6
  • Brooklands Place, Brooklands Road
  • Sale M33 3SD
  • England, United Kingdom
+44 0161 000 0000
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Haven IFA Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Haven IFA Executive Team (1)

Name Title Board Seat Contact Info
Paul Mallinson Principal
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