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Family is at the centre of our values and our philosophy. We believe that a holistic financial planning approach based on your individual needs and objectives as well as a thorough understanding of your circumstances defines our relationship with you. From the purchase of your first property through to retirement and passing on your wealth efficiently to your family, we are here to work with you.

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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. The Financial Ombudsman Service (FOS) is an agency arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found on its website at www.financial-ombudsman.org.uk.

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