We’ve more than 20 years’ experience helping clients through every step of the complex probate process. And we’ve personal experience too, managing the estates of our own family members. This means we combine professional expertise with a genuine understanding of what you’re going through.
Oonagh has been a practising Independent Financial Adviser for over 20 years. She has wide experience of simplifying financial resources, using tax planning arrangements to protect family interests. Rigorous in expanding her knowledge, she continues to study the effects of changing legislation in this area.
While working from home, Oonagh was able to care for both her parents until their deaths. This personal experience gave her added confidence that Haven is able to help others going through these difficult times. Oonagh has two adult children and, since her own divorce, is well aware of how fragile domestic arrangements can be.
Lisa has been Oonagh’s personal assistant for the last 13 years and is often the first point of contact for Haven’s clients. Lisa helps Haven provide a truly personal service, often visiting clients in their own homes, where they usually feel more comfortable. She clearly understands the organisational requirements for end of life planning.
Lisa is a mum of two. She was directly involved in dealing with the affairs of all her grandparents, supporting her parents through a difficult and emotional time.