Haverfords

Independent Financial Adviser  8A Cowgate, Peterborough, Cambridgeshire, PE1 1NA
First meeting at adviser's own cost
We specialise in Pensions and Financial Planning in later life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
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.

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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 6th July 2020

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