Achieve your goals and financial freedom with our expert guidance
About our approach
At Courtney Havers LLP, we believe in building lasting relationships with our clients. We take a holistic approach to financial planning, considering your individual circumstances, aspirations, and goals. We work with you to create a customized plan that aligns with your financial journey.
Our mission
Our mission is to empower individuals, families, and businesses to achieve financial clarity and security. We provide accessible and personalized guidance, helping you navigate financial complexities and make informed decisions about your financial future.
Who we are
Our team of experienced and qualified financial planners are passionate about helping our clients achieve their financial goals. We are a friendly and approachable group of professionals, dedicated to providing clear, concise explanations and straightforward solutions.
1. Wealth Building
- Developing a comprehensive wealth management strategy
- Identifying and optimizing your investments
- Retirement planning and contribution strategies
- Tax planning and mitigation strategies
2. Approaching Retirement
- Calculating your retirement affordability
- Assessing your existing pension plans
- Planning for post-retirement income
- Downsizing strategies and estate planning
3. Already Retired
- Reviewing and optimizing your existing financial situation
- Ensuring your retirement income meets your needs
- Planning for unexpected changes and market fluctuations
4. Business Owners
- Business succession planning
- Retirement planning for key employees
- Tax efficient strategies for corporate profits
- Financial planning tailored to your unique business needs
Why choose Courtney Havers LLP?
- Client-centered approach: We prioritize your needs and aspirations.
- Transparency and communication: We explain complex financial concepts in clear and concise language.
- Personalized plans: We tailor our strategies to your individual circumstances and goals.
- Accessibility and responsiveness: We are always available to answer your questions and address your concerns.
Ready to take the next step?
Contact us today to schedule a free consultation and learn how we can help you achieve your financial goals.
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