Further to our recent communication on the Trust Registration Service, please see the below guides.

Trustee Registration Trustee Checklist
Trustee Registration frequently asked questions
Trustee Registration Service – Step by step guide


We are pleased to welcome back Charlotte Varney who has returned from maternity leave.

We also welcome Adam Edwards who joins as a Paraplanner.


Following the recent Government announcement confirming the relaxation of the Covid restrictions, we have decided we will be re-opening our offices with immediate effect.

We are pleased to confirm that should our clients wish to meet with us in person, then we will be offering face to face meetings from our office. To ensure that the continued wellbeing of the Courtney Havers team and our clients is best served we would respectfully request that all visitors to our office continue to use the hand sanitizing facilities. If any clients visiting our office would prefer to wear a face mask during the meeting, then they are welcome to do so. Equally, if you would prefer that your adviser do so, then please let them know ahead of the meeting, and they will ensure that they have their face masks available.

For our clients who would prefer not to have a face to face meeting at this time, our advisers will continue to be available for telephone and/or video conferencing meetings to ensure that they can continue to provide the service that you have come to expect.

We would like to take this opportunity to thank you for your patience during the last lockdown and we look forward to welcoming you back to our office.

If you have any queries, please do not hesitate to contact us.


Congratulations to our adviser Ben Buhagiar, who has completed the Advanced Diploma in Financial Planning and is now recognised as a Chartered Financial Planner.

The term “Chartered Financial Planner” is a widely accepted ‘gold standard’ qualification for professional financial planners.


Congratulations to Matt Webb on passing his Long Term Care and Equity Release exams.


Courtney Havers LLP has moved to a new premises.

Our new address is 5A Valley Industries, Cuckoo Lane, Tonbridge, Kent TN11 0AG.

Our telephone number and email addresses have not changed following the move. We look forward to welcoming you to our new premises