Bonnie Robinson
DipPFS Cert Cll (MP)
Formally known as Bonaventure, I am the owner and founder of HAVN Financial Planning. A holistic financial advice firm, based in Gateshead, Northeast of England.
HAVN’s objective is to enable you to take control of your financial future, so you can live and enjoy a better, more fulfilled today.
A key focus of mine is to help you avoid life’s expensive mistakes, and provide answers to some of life’s most important financial questions:
- How much do I need in retirement?
- When can I afford to retire?
- Can I afford to buy my dream home?
- How can I setup my kids to succeed?
- Will my family be looked after when I am no longer here?
- Am I making the best use of my tax allowances?
I believe in holistic financial planning that is built on long-term trusted relationships. This means you meet with me, are advised by me, and have direct contact with me.
About
HAVN is old Norse for haven or harbour; place of safety and refuge for ships to repair, restock and plan for the journey ahead.
At HAVN Financial Planning, my focus is to provide you with the opportunity to do just this. Take stock, review and plan for your financial journey. I do this by providing you with a personal and tailored financial plan, which puts you and your family's goals and objectives at the heart of every decision. Giving you peace of mind with a clear and actionable plan.
My focus is on walking this journey with you and delivering holistic financial advice, that is not just limited to pensions or investment. But also covers other areas such as mortgages, personal/family insurance, and cash flow modelling. Providing you with the answers and peace of mind to life's big questions.
As I like to say, enjoy today by planning for tomorrow.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 07/11/2024
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
