About Haven Financial Solutions | Poole, Dorset

With a genuine passion for protecting people, Haven Financial Solutions specialise in providing expert and independent financial advice about regarding personal and business life cover, critical illness and income protection, private health cover and Will writing.  

We believe that everyone's circumstances are different and that only by listening to our clients and understanding what they would want to happen, if the worst were to occur can we recommend the correct products, that suit our clients needs in a cost effective manner.  

We have built a reputation as specialists in our industry, by staying up-to-date on the latest products and benefits provided by the major UK insurers. This enables us to give our clients the best possible advice on the products, tax implications, and underwriting of protection policies in a complex and ever-changing market.

The Haven Financial Solutions team are led by Matt Thomas who, after losing his father to an aggressive brain tumour, has seen first-hand the devastating effect that a critical illness can have on a family. Matt is therefore determined to advise both families and businesses on how best to protect themselves so that, should death or illness occur, the support is in place to ease the financial consequences. 

Due to the personal nature of the discussions required to advise on the most suitable protection products, Haven Financial Solutions advisors prefer to meet clients face-to-face and at a place and time that suits them. This is typically at our clients home or office, but we also have a private meeting room within our head office in Poole.  

We do understand that this does not suit everyone and we are happy to work via telephone or video call if preferred. 

Haven Life Insurance specialists provide personal and business protection advice covering areas such as: 

> Mortgage Life Cover

> Critical Illness Cover

> Income Protection 

> Relevant Life Cover 

> Keyman / Keyperson Cover 

> Shareholders Protection 

> Private Health Insurance 

We are also pleased to be able to facilitate via our partner firm Haven Wills & Estates Ltd:

> Will Writing 

> Power of Attorney 

Thanks to our personal approach, our desire for outstanding customer service and industry knowledge, our business has grown organically with recommendations and referrals from both our clients and professionals working in other related areas. We are proud of the work we do and invite potential customers to review both our client feedback and our publishes case studies which share some examples of various business and personal protection packages we have put in place to meet the needs of our clients. 

If you would like to discuss your own protection needs or, would like to discuss partnering with us, please call us today on: 01202 082 380 or email info@havenfs.co.uk

Get In Touch

Haven Financial Solutions Limited

Head Office
Arena Business Centre
Holyrood Close
BH17 7FJ

01202 082 380