1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Cambridgeshire
  8. breadcrumb-arrow
  9. Peterborough
  10. breadcrumb-arrow
  11. Haverfords

Haverfords

Independent Financial Adviser  8A Cowgate, Peterborough, PE1 1NA
First meeting at adviser's own cost
We specialise in Pensions and Financial Planning in later life.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021
Meet our advisers
MRS Kat Chiva
Independent Financial Adviser

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.

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

MR Mark Chiva
Director

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.

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

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.

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.

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.

Where to find us
Head office address: 8A Cowgate, Peterborough, PE1 1NA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 21st June 2021

Similar advisers near you

Brooks Wealth
Independent Financial Adviser 0 mi
Holistic advice on all financial matters - Specialists in Financial Planning for the over 50's - <phone number hidden>.
 
See profile
LifeSearch
Independent Financial Adviser 0.15 mi
We're experts, we care, we're here so you can protect the life you love.
 
See profile
Chris Philcox - True Potential Wealth Management
Restricted - whole of market 0.42 mi
I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
 
See profile
The Pension Planner
Independent Financial Adviser 0.42 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Peterborough, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
 
See profile