Courtney Havers

courtneyhavers.co.uk

Courtney Havers Reviews

Excellent rating
5.0
55 reviews Verified
Courtney Havers
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Reviews ( 55 ) 5.0

susan smith
susan smith
2024.05.17
Having been with Courtney Havers LLP for the past 40 years its our time to thank Mr Ray Tuffield and his team for their expertise and professional manor looking after our investment. Mr Matt Tuffield is our personal adviser who has carried out his duties to the full for which we give our thanks. We look forward to the coming years. Kindest regards. Mr Melvyn & Mrs Susan Smith.
Reply from Courtney Havers 2024.05.16
Always a pleasure to meet with you. Thank you for your kind review.
Evon Brown
Evon Brown
2024.04.15
We have dealt with Courtney Havers for many years.Our contracts being Ray and Matt Tuffield. We could not have asked for better advice and information, both Ray and Matt are very pleasant individuals with a reassuring nature. Vic and Eve.
Reply from Courtney Havers 2024.05.16
Always a pleasure to meet with you. Thank you for your kind review.
Tina Pearce
Tina Pearce
2024.03.12
Ray , Matt and the Team at Courtney Havers have looked after my own and my husband’s financial planning for many years and we really value their straightforward, jargon free advice. Tina & Simon Pearce
Reply from Courtney Havers 2024.05.16
Always a pleasure to catch up. Thank you for your kind review.
Ian Booth
Ian Booth
2024.02.28
Claire has supported me for a number of years. She's a highly competent professional, combining superb product and market knowledge with astute insight into people's attitudes and beliefs. Claire is patient, diligent and committed and she should be your first choice if you're looking for financial advice delivered as it should be!
Reply from Courtney Havers 2024.02.29
Thank you for your kind words
Michael & Karen
Michael & Karen
2024.02.01
We were very nervous of speaking to an IFA. We chose Courtney Havers LLP, which had been recommended to us by friends , and wished we had done it years ago. From the first phone call , and our first meeting with Ben, who is so very approachable, friendly , professional, and very supportive, we realised we had made the right decision . He reassured us through every process with clear instruction's, and no question was looked upon as basic one . Thank you Ben you have changed our lives in such a short period . We are now looking forward to enjoying our retirement, knowing we are secure finically without worrying.
Reply from Courtney Havers 2024.02.29
Thank you for taking time to leave a review of your experience. It's a pleasure for us to hear your positive feedback.
Simon Hall
Simon Hall
2024.01.21
Always a pleasure to discuss various financial matters with Ben Buhagiar. He listens first, which i find particularly important, before giving his very knowledgeable and insightful views.
Reply from Courtney Havers 2024.01.23
Thank you for your kind review.
Graham Prince
Graham Prince
2023.11.19
I have had the pleasure of working with Ray, Matt and the Team at Courtney Havers LLP for over 10 years. Pensions and Investments can be a complete minefield but they have always explained everything clearly and ensured I fully understand all of my options before they gave me any recommendations. There is no "hard sell" or pressure to sign up and they are happy to explain their advise ( in my case ! ) a number of times without questioning when I would be making a decision. I relied heavily on Ray and Matt for their advise when I sold my business and had to transfer my Pension from a Company Scheme into my Personal name. They also advised what Investments, including Tax Implications, I should make with the proceeds from the sale of my Company ownership. Again this was managed by Ray and Matt extremely professionally and they only considered what Investments would suit my own personal situation and I certainly never felt I was pressurised to invest until I was completely comfortable and fully understood why the advise was given. I would highly recommend Courtney Havers LLP to anyone and, testament to that statement, is that I recommended my Father spoke to Ray regarding Inheritance Tax and managing his Estate as he entered his final years.
Reply from Courtney Havers 2023.11.20
Hi Graham. Always a pleasure to speak and work with you. Best wishes from the CH team.
Patsy Fellows
Patsy Fellows
2023.11.08
Great team who are very approachable and provide valuable insights and advice regarding all aspects of our finances.
Reply from Courtney Havers 2023.11.08
Thank you for your kind review
Nick Gabay
Nick Gabay
2023.11.07
I have no hesitation in recommending Ray Tuffield and his excellent team. They provide professional and pragmatic advice in a friendly and no-nonsense way. It is very refreshing in this world of back-covering fence-sitting.
Reply from Courtney Havers 2023.11.08
Thank you for your kind review.
wendy holden
wendy holden
2023.11.04
Ray, Matt and the team are lovely. We have used them for many years and as well as having the personal touch, they are professional, knowledgeable and friendly. We would highly recommend them.
Reply from Courtney Havers 2023.11.08
Thank you for your kind review.
Andrew Chauvin
Andrew Chauvin
2023.11.02
My wife and I engaged Courtney Havers to provide financial advice on retirement income. This included the consolidation of several pension policies accummulated over the years. I was impressed by the depth of knowlegde and the ability to provide a range of options to suit our needs. They have always been very helpful, responsive and flexible in their approach. I am very happy to recommend them to others.
Reply from Courtney Havers 2023.11.02
Thank you for your kind words.
Nicholas Alexander
Nicholas Alexander
2023.10.25
Claire Hobbs/ Adams at Courtney Havers has advised me on managing my Pension Fund for perhaps 15 years. She has always answered my questions, no matter how many times I have asked her to take me through them, until I have understood, she has listened to my thoughts and tried to incorporate them, though has somehow ameliorated the downside of my less sensible directions and has produced results well in excess of my expectations. I have already recommended her to any of my closest friends who need advice and also to those who did not think they did but could improve on where they were.
Reply from Courtney Havers 2023.11.02
Thank you for your kind words.
Andrew Shearman
Andrew Shearman
2023.10.19
Ben has been exceptionally helpful from our first meeting. I would thoroughly recommend him and the team at CH to anyone seeking advice for their pension or tax planning.
Reply from Courtney Havers 2023.10.19
Always a pleasure to talk with you. Thank you for your kind words.
John Boreham
John Boreham
2023.10.02
Easy to deal with with clear communication. The advisor I work with, Ben, alwaus helps out with my queries quickly and during teh regular reviews clearly explains my options.
Reply from Courtney Havers 2023.10.02
Thanks for your kind words John. Always good to speak with you.
Ian HB
Ian HB
2023.09.28
Ben has helped me with my Pension and Financial planning for over 5 years. His swift measured approach to my portfolio has helped me enormously and given me confidence for the future when all around there is a lot of doom and gloom in the world. Whenever I have a query he acts immediately. Highly recommended.
Reply from Courtney Havers 2023.09.28
Thanks for your kind words. Always a pleasure to speak with you.
Steve Pae
Steve Pae
2023.07.13
I first met with Ray in 2002 whilst still working as a Finance Director and have used Courtney Havers ever since, both in business and personal settings. Here we are twenty years on and my wife and I, both retired now, are extremely satisfied with their continued support and advice as they always have our best interests at heart. We find the whole team at Courtney Havers both very professional and pleasant at all times, they are always contactable, courteous and helpful. I would highly recommend anyone wanting to achieve better personal financial planning outcomes to contact Courtney Havers. For the past fourteen years, Matt Tuffield, a truly professional Financial Adviser and a Partner in the firm has provided us with sound personal advice backed up with comprehensive lifestyle financial planning, give him a call, you won’t regret it.
Reply from Courtney Havers 2023.07.22
Thank you for your kind words.
Paul Smith
Paul Smith
2023.06.16
Very impressed by the service, support & information provided to both my wife & I. Our future prospects & options were not only explained in a comfortable & understandable manner, but were also supported with easy to read and quite interesting documents. We both feel that our funds are being monitored & managed with alot of attention & care which will allow us to have a better future & retirement ~ hopefully sooner than later!!!
Reply from Courtney Havers 2023.07.13
A pleasure to help yourself and Michele. Best wishes.
John Bishop
John Bishop
2023.05.24
I was recommended Courtney Havers several years ago as I needed suggestions on my pension scheme. Matt Webb has been excellent in advising me on the best way forward. He has been very honest with his thoughts and attentive to every detail in giving me the best options. Always very punctual with our meetings and I am very grateful for his advice over the last few years. Thank you Matt!
Karen Bond
Karen Bond
2023.05.23
Matt Webb has been my FA for a few years now and always gives great advice and takes time to explain everything to me in detail. He recently formulated a plan allowing me to retire this month which is an absolute dream. I would highly recommend Matt and Courtney Havers.
Phil Haselden
Phil Haselden
2023.05.23
Ben has been extremely patient, communicative and helpful. Thanks