We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Expatriate finances
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Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
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Meet our advisers
Mark Chiva
Director
Qualifications & Accreditations
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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
Hide qualifications
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.
Kathy, Peterborough
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.
Debbie, Peterborough
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.
Robert, Northborough
About 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.
Compliance
Haverfords Ltd is an appointed representative of Wealthline Limited, Registered in England 08761632; FCA number 613136 (Registered office: 8a Cowgate, Peterborough, Peterborough). Wealthline Limited is authorised and regulated by the Financial Conduct Authority, FCA number 684319. We usually charge a fee on mortgage application of £249 and we also receive commission from the lender. Your home may be repossessed if you do not keep repayments on your mortgage. Information provided in regard to savings on taxation depends on an individual’s personal circumstances and tax treatment may be subject to future change. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.
