Haverfords
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.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
Haverfords is a trusted, Peterborough based firm of highly qualified and experienced Financial Planners and Mortgage Advisers specialising in unbiased advice for individuals and their families . We look after our clients through all of the stages of wealth accumulation, from buying their first property through to retirement and passing their wealth on to the next generation in a tax efficient way.
Most of the people we work for are families buying or remortgaging their properties, with their individual needs for protection (such as Life Insurance or Critical Illness Cover), who would like to benefit from protecting their salaries (via Income Protection cover). We also have years of experience in Shared Ownership market and Help to Buy repayment schemes. However, we are not involved in HTB purchase schemes.
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