Investment security – Your money is held in a separate Trust

The Haven Funeral Trust, which is managed by an independent board of Trustees that utilises the financial expertise of PM+M and AJ Bell, and their leading investment and advisory services.  

Through extensive research, due diligence and back testing, a proactive investment approach has been created that delivers the exceptional service our clients deserve, facilitating more consistent investment outcomes.

In addition to the independent oversight by the Trustees the fund is subject to an independent annual audit and actuarial review, to ensure our clients monies are managed in the best possible way.

A copy of the annual SAR report is available upon request. If you would like to request a copy of the SAR report please click here.