Qualified, Independent, Fee Only Financial Adviser in Spain
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.
He is also unusual in being a “fee only financial adviser in Spain” which makes a significant difference in the delivery of advice to his 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 Spain 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.
Our Areas of Expertise
Professional, qualified, Independent Financial Advice is key to your financial freedom. Haven Financial Advisers are very unusual in that we are a fee-only financial adviser in Spain. We are qualified in all aspects of financial planning and have in excess of 24-years experience in advising clients around the world.
As we are remunerated by fees rather than costly commission we have no bias towards a particular product or insurance company. We are free to consider advice on an unbiased basis, independently of any financial influence.
What this means is that we are working with the “best outcome” for you in mind at all times so you receive the best advice at a reasonable cost.
Experience the Haven difference today.
When I needed pension advice I was lucky enough to find Marc Rees who came to see me and explained my options and everything I needed to know, making it all easy to understand. He did all the paperwork and all the legwork until everything was organised. I had spoken with other people about my pension and wasn’t very happy with the results whereas with Marc it was easy. I have already recommended him to others and will continue to do so without hesitation.
Marc has worked hard on my behalf to ensure that I have exactly the right policies. Everything is clearly explained and handled in an efficient and friendly way.
Marc Rees at Haven has been my financial adviser for almost four years. I have been more than happy with the professional personal service that he provides, and the sound business advice. Highly recommended.
Yacht Crew Mortgage - We have been very impressed with the level of service provided. Sandy Paterson is very knowledgeable, has been easy to contact and has made the whole process of finding a foreign currency mortgage simple. We provided the information and documents he requested at about 8am and we had a mortgage in principle by lunchtime! Sandy has kept in touch throughout the whole process and everything has run smoothly and efficiently.
Both our solicitors and estate agent have commented on how 'on the ball' our broker Sandy Paterson is. We wouldn't hesitate to recommend him to anyone needing a Financial Adviser in Mallorca.
Yacht Crew Buy to Let Mortgage - Sandy Paterson has provided a superior experience throughout our relationship and has allowed me to purchase three houses in Manchester, UK in quick succession. Agreement In Principals were in the agent's hands within a few days and in one case within a few hours!
I am very pleased with the assistance of Sandy Paterson. Sandy has amazed me with his hard working, acquisition of mortgage, detailed communication & is a sincere person . I am very pleased with this great company , the fees are not high and the services are endless and very satisfying. Financial Advice in Mallorca.
Contact Information
Get in touch with us today to experience the difference a Haven Financial Adviser can make to your future.