Financial planning…
…the way you like it
Welcome to Courtney Havers, Independent Financial Advisers based in Kent and working for clients across the UK and internationally.
Financial planning…
…the way you like it

Welcome to your online visit to Courtney Havers

Independent Financial Advisers based in Kent and working for clients across the UK and internationally.

Some good advice

We advise on the investment, protection and pension products you are likely to need as you go through life.

Whether you have just started work, become a parent, need help with estate and inheritance tax planning, or aim to retire soon, we can help you achieve your goals.

In with the new…

We were founded in 1990 but, as the financial scene and its technology have advanced during the past quarter-century, we have kept ahead of the game to deliver the right advice and products for all types of clients.

We have embraced technology for efficiency as well as its support for enduring client relationships as this helps in so many areas: communication, performance review and admin, for instance.

…but not out with the old

One old-style concept we cling on to, though, is loyalty – hence our focus on lifetime financial planning.

Clients tend to stay with us for many years and we foresee that trend continuing. We are friendly and approachable, and our service quality supports high client retention.

We’ve got you covered

Whatever your life stage, we will help you develop a financial plan that delivers security for you and your family.

We also offer our reliable, straightforward, affordable advice to businesses, often working with other professional advisers.

An initial meeting with us comes at our expense.