Haven Asset Management

At Haven Asset Management we’ve been helping people plan for the future for more than 20 years.

I have known Oonagh for several years and have always been impressed by her knowledge and her ability for helping people arrange their financial affairs. I would personally recommend a consultation with Oonagh – it is quite refreshing to see things from another perspective

Mr. H - Abergavenny

Everyone at Haven Asset Management is so helpful. The whole family is grateful for the care and help given since my husband died. There has been so much to handle and they have been there every step of the way. I feel confident that I can manage now that everything is sorted.

Mrs. G - Abergavenny

Although I was prepared mentally for my husband’s death I was all at sea about how to handle the paperwork. The Haven Asset Management people were so helpful and calmly took me through the process. I was nervous about getting it right as the forms are difficult to understand. They made it so easy and put my mind at rest. Thank you!

Mrs. S - Monmouth

I would like to thank you so much for being so helpful to me the other day, for your kind and thoughtful approach. I am still feeling vulnerable and confused but you made me realise that my problems are not really that great and that options are available when I have decided exactly what I want to achieve. Your initial consultation was so helpful – thank you!

Mr. C - Crickhowell

I am so pleased to have chosen Haven to deal with the Probate for my Mother. The Solicitors I went to were not helpful. Haven made it all so simple and dealt with all the paperwork. They answered all my questions in a friendly and knowledgeable way. I would recommend this service to anyone.

Mr K - Newport

I cannot sing Oonagh’s praises enough. She never uses jargon, and keeps everything really simple and easy to understand. She is always available to sort out the paperwork that concerns me and I feel confident that when she makes a recommendation she has my best interests at heart.

Mrs. W - Hereford

Haven Asset Management clearly explained the steps I needed to take, collected all the information and completed the forms. Even to the extent of taking me to the Probate office to swear the oath! Once that was done and the Grant received, they worked through the collection process smoothly. This was one thing I didn’t have to worry about!

Mr. R - Raglan

I trust Oonagh implicitly. She has produced highly effective solutions concerning Inheritance Tax and other advice. I know many people say one should not do business with friends, but Oonagh is totally objective and independent and receiving advice from her is separate to our personal relationship.

Mr. W - Ross on Wye

I am so pleased to have chosen Haven to deal with the Probate for my Mother. The Solicitors I went to were not helpful. Haven made it all so simple and dealt with all the paperwork. They answered all my questions in a friendly and knowledgeable way. I would recommend this service to anyone.

Mr K - Newport

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