The process of advising on your lifetime financial plan and then putting the agreed elements into place requires a broad range of expertise. Our experienced advisers can cover all the investment, protection and pension issues relevant to you or your business, and our client service team will ensure that the administration aspects run smoothly. Ray founded Courtney Havers in 1990 but his experience in Financial Services goes back to 1973 when he began his career working as a personal tax adviser in a firm of Chartered Accountants based in London’s West End. Claire is a Chartered Financial Planner and has been with Courtney Havers since 2006, with her Financial Services experience going back to 1999. She advises private clients on Investments, Retirement Planning, Protection and Long-Term Care.
We advise on the investment, protection and pension products you are likely to need as you go through life. Whether you have just started work, become a parent, need help with estate and inheritance tax planning, or aim to retire soon, we can help you achieve your goals.
We advise on the investment, protection and pension products you are likely to need as you go through life. Whether you have just started work, become a parent, need help with estate and inheritance tax planning, or aim to retire soon, we can help you achieve your goals.
