Haverfords Financial Advisers

12/02/2026

From complex financial planning to creative ideas that move Haverfords forward, Kat is the kind of person you want in your corner. Decisive, innovative, and always juggling life with a smile, she brings calm, clarity, and a little magic to everything she does.

Get to know the woman behind the expertise and read her story here 👇
Meet The Team – Kat – The Director with the Bags (and the Brains) | Haverfords

Kat doesn’t just arrive at the office — she makes an entrance. Juggling multiple bags that somehow contain everything from contracts to carrot sticks, she moves with the calm efficiency of someone who’s already lived a full day by 9 a.m.

13/01/2026

Every company needs an engine — the one that keeps everything moving. At Haverfords, that engine is Anna.

From keeping operations on track and solving IT hiccups to bringing creativity into the mix, she’s an essential part of the Haverfords team.

Find out more about the person who keeps the whole business running in our latest blog 👇

If Haverfords had a human version of a Swiss Army knife, it would be Anna, our Office Manager. Highly productive, famously efficient, and the proud brewer of the best coffee in the office (don’t even try to argue), Anna is the kind of person who gets things done before you even realise they need d...

01/01/2026

Happy New Year from all of us at Haverfords! Thank you for your continued trust—here’s to a successful year ahead.

21/12/2025

Wishing you warmth, happiness, and plenty of reasons to celebrate this festive season. 🎄✨
From all of us at Haverfords, Merry Christmas and our very best wishes for a joyful and successful 2026!

11/12/2025

Meet the Team – Iwona the heart of our office (and the sidelines!). Iwona brings warmth, expertise, and endless dedication to everything she does. Whether she’s guiding clients through complex mortgage cases, cheering on her boys at football, or taking 10 million photos on a hike — she does it all with passion and heart. 💛🏡⚽️

Read more:

Rarely the first one through the door in the morning, but often the last to leave — Iwona operates on her own time zone, and we wouldn't have it any other way. While the rest of us wind down for the weekend, she's still on the phone with a client, offering support, guidance, and genuine care (poss...

27/11/2025

Budget 2025 has brought big shifts to taxes, pensions, ISAs and property income — and many of these changes will directly impact our clients.

Mark Chiva has summarised the key updates and what they mean for your financial planning.

👉 Read the full summary here: Budget 2025: What’s Changing and What It Means for our clients | Haverfords

The 2025 Budget brings a wide range of tax, pension, ISA and property-income changes that will affect many of our clients. Key updates include extended income tax threshold freezes, new limits on salary-sacrifice pension contributions, higher taxes on savings and dividends, and a new regime for rent...

26/11/2025

⚠️ It’s Anti-scam Financial Week!

This week, we’re sharing simple ways to spot scams and safeguard your money.

👉ScamSmart Week: Protect What’s Yours! | Haverfords

At Haverfords, we’re committed to keeping your money safe and secure. This Financial Scammers Awareness Week is a good reminder that even in times of uncertainty, staying alert and informed helps defend against fraud.

18/11/2025

Meet The Team – Mark isn’t just the Director at Haverfords — he’s the undisputed energy source of the entire office. Always spotted with an apple in one hand 🍎 and a glass of water in the other 💧, he’s basically a one-man wellness campaign. He keeps the whole team hydrated (whether we like it or not 😄) and is the first to offer you a glass of water — before you’ve even said good morning!

Read more:

Mark isn’t just the Director at Haverfords — he’s the undisputed energy source of the entire office. Always spotted with an apple in one hand and a glass of water in the other, he’s basically a one-man wellness campaign. He keeps the whole team hydrated (whether we like it or not) and is the...

21/10/2025

💡 What’s Your Investment Personality? Let’s Find Out!

Investing isn’t one-size-fits-all — some of us chase high-risk growth like it’s the next big adventure, while others prefer slow, steady, reliable returns. 🏃‍♂️☕

Understanding your investment style is key to building a portfolio that fits you, not your neighbour, the headlines, or “that friend who knows the markets.”

From risk appetite and time horizon to values, income needs, and fund style, knowing your preferences can help shape a strategy that works for your goals — and keeps your financial journey on track.

Curious to find out where you fit? Read the full article! 🔗

When it comes to investing, there’s no one-size-fits-all solution — and frankly, that’s what makes it interesting. Some people chase the next big thing like a child after an ice cream van. Others prefer the comfort of something slow, steady, and reliable, like a cup of Yorkshire tea. That’s ...

14/10/2025

Getting a mortgage on one income isn’t easy — but there are ways to make it work.
In her new blog, Iwona at Haverfords Independent Mortgage and Protection Advice shares practical advice and lender options that can help single buyers boost affordability.
Read the full article here 👉 You Can Buy Solo: Affordability Tips for Single Buyers | Haverfords

I'm currently working with a number of clients who are single first time buyers or home movers following a change in personal circumstances. Getting a mortgage on one income is not easy, to say the least! What Is Affordability and Why Does It Matter? Affordability is how much a lender is willing...

03/09/2025

💭 What if retirement didn’t mean stopping work entirely—but having the freedom to choose how you spend your time?

Whether you’re dreaming of long holidays, part-time work, or even starting a passion project, flexible retirement is about creating options—not limitations.

In our latest blog, we walk you through how to:
✅ Define your vision
✅ Understand what it’ll cost
✅ Build income “buckets”
✅ Phase into retirement without financial stress
✅ Get support from people who love pensions (yes, really!)

📖 Read now:
🔗 https://www.haverfords.co.uk/blog/how-to-achieve-retirement-flexibility

It’s your life—design it your way. Let’s make flexible retirement a reality.

Dreaming of a retirement that feels more like freedom than a finish line? Whether it’s working less, travelling more, or starting a passion project, flexible retirement is all about choice. In this blog, we break down how to turn that dream into a reality—with practical steps, income planning ti...

11/08/2025

📢 We’ve Moved!

Our office is now located at:
Greenhill House, First Floor, Unit B
Thorpe Road, Peterborough, PE3 6RU

📞 Our telephone number remains the same: 01733 308 666

Please update your records—we look forward to welcoming you at our new space! 🏢