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| Oonagh Bastille is different. |
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I act as a consultant to Haven Asset Management to provide expertise in the area of tax and estate planning. |
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I only take on clients who I believe can benefit from working with me and with whom I can build a long-term relationship. Because I charge fees, you must feel sure that you are getting value for money. |
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At our first meeting I will listen to you and your concerns. I will explain my business process and how this benefits you. We will discuss your immediate needs and decide whether it is in both our interests to form a business relationship. |
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I am a fully qualified independent financial adviser but much of my work relates to matters that are not directly regulated by the Financial Services Authority. I am a member of the Safe Haven Solutions Group and can provide access to other specialist professionals who may be required to provide a bespoke solution to your requirements. |
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Most of my clients know the result they want to achieve: my experience ensures their success. My role can be compared to that of the master of a large container ship: I ensure that, with a few adjustments to course, the destination is reached without mishap. |
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Many clients have found themselves left to manage their financial affairs and do not have the confidence to deal with decisions on their own. For these, joining The Safe Haven gives peace of mind; anything that could affect their financial situation will be brought to their attention and guidance provided to deal with the problem. |
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Some feel confident that they can mostly manage things themselves but appreciate a professional to discuss their options on occasion. For most, I provide a three-year rolling action plan to ensure that decisions are fulfilled and where possible targets achieved. |
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This means that reviews, conducted at meaningful intervals, are effective. Plans and reports are presented in a manner that is useful, so if figures distress you then you will receive words to describe what is happening; conversely if numbers turn you on you will receive spreadsheets of assets, liabilities, income and expenditure. It is important to me that you completely understand what you have, where you are and what we have achieved. |
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And, of course, I will expect my clients to refer me to others they feel could benefit from the same financial fitness training that has improved their financial health. |
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If this sounds good to you, please complete your contact information on the form provided and let’s get started. |
