Get in Touch with one of the Team Directly
Sandy Paterson DipFA, CeMAP, MLIBF
Principal
With more than 24-years experience advising clients both in the UK and here in Spain, Sandy is well placed to run Haven. He is UK Diploma qualified and UK CeMAP qualified for mortgages.
Sandy has a reputation amongst Yacht Crew as the “go-to” person for Yacht Crew Mortgages, Savings and Investments & is well regarded in Expat circles also.
Haven Financial Advisers are unusual in being “fee-only financial advisers in Mallorca” which makes a significant difference in the delivery of advice to clients.
Lesley Higdon
Practice Manager
With 10-years running Financial Management and Wealth Management offices in the UK and Spain. Lesley knows what it means to be available for our clients to respond effectively and efficiently to enquiries.
The “best outcome” for our clients starts with your first contact with Lesley and you will have complete confidence from day one.
She is very aware of the difference a fee only financial adviser in Mallorca can make to our current & future client’s financial freedom.
Marc Rees
Independent Financial Adviser – ACSI
Marc provides Independent Financial Advice in Mallorca. You are likely to find him at various networking meetings, business conferences and Expat groups around Mallorca or in the Marinas. He could well be your first point of contact with us and will provide you with qualified, fee only Financial Advice to help secure your financial future.
Marc is fully qualified to give International Financial advice via the Level 3 International Certificate in Wealth & Investment Management (ACSI).
Marc is very well known in Yacht Crew circles in Palma and can be found discussing financial matters with Yachties most days. Look him up and discover the Haven difference today.