Northern Ireland · serving clients across the UK

Financial advice that starts with your ledger, not a product sheet

Blue Haven sits with households and owner-managers who need plain-English counsel on pensions, investments, tax wrappers, and the cashflow that keeps life running.

Book a discovery call

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A flagship consultation for life-stage money decisions

Our Comprehensive Financial Planning Review is a structured engagement for couples and individuals weighing retirement timing, ISA and pension contributions, or a sale of business shares. You leave with a written plan covering income, tax wrappers, and sequenced next steps.

Read the full consultation brief

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Related consultations

Each engagement is scoped to a single decision set — we do not sell packaged products from the page.

Open notebook with handwritten cashflow notes beside reading glasses

Comprehensive Financial Planning Review | Blue Haven Financial Advisory

A structured planning engagement for UK households and owner-managers who need a written view of income, pensions, tax wrappers, and sequenced next steps.

From £1,850 for a household review

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Pension Consolidation Review | Blue Haven Financial Advisory

A focused review of workplace and personal pensions to decide which schemes to retain, transfer, or leave alone — with charges, guarantees, and tax timing made clear.

From £950

Printed stock charts and a cup of tea on a windowsill

Investment Portfolio Second Opinion | Blue Haven Financial Advisory

An independent reading of an existing ISA, GIA, or pension portfolio — costs, risk alignment, and whether the holdings still match your stated goals.

From £720

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Business Owner Cashflow & Exit Planning | Blue Haven Financial Advisory

Advice for directors balancing salary, dividends, pension contributions, and a future share sale — grounded in UK company and personal tax rules.

Quote after discovery

“After our pension consolidation call, we finally understood which scheme to leave untouched and which to transfer. The written summary made the follow-up with our solicitor straightforward — though the first meeting ran longer than we expected.”
Helena & Mark R., Belfast — Pension Consolidation Review

How an engagement typically unfolds

Discovery call, fact-find, recommendation letter, and a review meeting. Fees are agreed in writing before any paid work begins. See the stages on our engagement page.

View engagement stages

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Bring the questions you have been postponing

Tell us about your household, business, or pension position and we will confirm whether a consultation is the right next step.

Request a consultation