PayStream are pleased to announce the launch of our in-house financial services company partner, Haven Global Strategies Limited. Haven (HGSL) are financial advisers offering an holistic approach to financial planning, covering aspects such as Protection, Pension, Savings, Mortgages and Investments along with Wills & Trusts. Located on the same floor and working alongside your dedicated accounts team, Haven are available for appointments at our head office or at your selected venue.
Haven offer a natural synergy with the PayStream service you currently receive. We see an obvious link between the accountancy services we provide and the financial and tax planning provided through HGSL. Initially, Haven offer clients an introduction for a 'Financial Review', this involves the completion of a fact find to gather your current circumstances and agree your objectives and goals. Following this, Haven carry out extensive research and prepare solutions ready to present at the follow on meeting. Once solutions are in place, an 'annual review' takes place to review performance.
For more information and to arrange your financial review simply email: firstname.lastname@example.org