Archers Financial Services

Independent 1 Windmill Hill, Enfield, EN2 6SE

First meeting at adviser's own cost

Response rating

7.0 /10

21st October 2019

We understand that everyone’s different, and that’s why our financial planning approach is as individual as you.

We can advise you on

Pensions & retirement
- Auto enrolment
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
Expatriate finances
- EEA
- Rest of world
Business
- Commercial mortgages
- Group pensions
- Group protection

Make an enquiry Request a call back 02081 154983 Recommend to a friend

Meet our advisers

Sophia Howard

Head Mortgage Advisor

Qualifications & Accreditations Hide qualifications

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Noel Sainsbury

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Where to find us

1 Windmill Hill, Enfield, EN2 6SE

Make an enquiry

About us

Archers Financial Services Ltd was established in 1991 and is today a leading provider of professional and independent financial advice in North London.

We are committed to helping homebuyers and investors making the right choice.

We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.

Our services

We strive to meet your financial planning priorities through careful life planning and consultation. We then provide quality advice services and practical pathways to help you achieve the life you want.

Make an enquiry Request a call back 02081 154983 Recommend to a friend

We can advise you on

Pensions & retirement
- Auto enrolment
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Buy to let
- Buying commercial property
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
Expatriate finances
- EEA
- Rest of world
Business
- Commercial mortgages
- Group pensions
- Group protection

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Make an enquiry Request a call back 02081 154983 Recommend to a friend

Contact options

Make an enquiry Request
a call back 02081 154983 Recommend to a friend

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