Haverfords
10th June 2019
We specialise in Pensions and Financial Planning in later life.
We can advise you on
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Long term care
- Long term care
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Mortgages
- Bad credit
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Expatriate finances
- EEA
- Rest of world
Meet our advisers
Mark Chiva
Director
Qualifications & Accreditations
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
CeFa - Certificate for Financial Advisers
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
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.
Kat Chiva
Trainee Independent Financial Adviser
Qualifications & Accreditations
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.
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.
What our clients say
My pensions were in a bit of a mess and I wasn't sure what they were as I had worked for various companies over the years. Mark helped me to realise what I had and consolidate them so that they are easy to access for retirement. I really appreciate regular updates from Mark which keep me informed and in control.
Over the years Mark has helped me with various aspects of my finances including my pensions, mortgages and long term financial planning. I feel like my finances are in order and are well looked after.
We have known Mark a number of years and his advice has always been very down to earth and straightforward to understand-especially when dealing with advice on my retirement and pensions.
Where to find us
8A Cowgate, Peterborough, PE1 1NA
Make an enquiryAbout us
We are a local, family run company offering independent financial advice to clients. Our aim is to make the advice we give as straightforward as possible whilst still remaining tailored to the individual.
Our services
Professional, relevant and beneficial independent financial planning in pensions, investments, savings, inheritance tax planning and property advice. All delivered in a simple way that makes sense.
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