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Atkins Ferrie Wealth Management

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Atkins Ferrie Wealth Management are delighted to be working with the Cornwall Community Foundation’s Cornwall 100 Club.

All your professional Wealth Management needs in one...

Atkins Ferrie Wealth Management was founded in January 2011 with the aim of offering the highest ethical principles and best service standards available from any Independent Adviser in the UK.

Planning and Impartiality

We undertake to provide completely impartial advice unique to each of our clients. We will consider all options available to each individual and ensure that every recommendation is absolutely the most suitable solution. As such, Atkins Ferrie Wealth Management will never form strategic alliances with investment companies or favour any one provider. Recommendations will always be on pure merit at any given time.

Courtesy

Our aim is to ensure that all clients are dealt with the same courtesy irrespective of wealth or background.

Value for Money

It is vital to obtain the most suitable advice available, but cost is always of importance. Our success is primarily based on the quality of our advice and service to the client. However, we recognise and have a reputation for working efficiently so that our costs to the client are minimised, fair and reasonable. Our aim is to provide appropriate advice at excellent value.

Scope

We specialise in Pensions and Investments including the full range of tax-saving vehicles such as Venture Capital Trusts and Enterprise Investment Schemes. Significant time is devoted to Estate Planning. For families, professionals and businesses we also provide advice on the full range of protection issues. We also offer specialist holiday home mortgage advice as well as buy-to-let and main residence mortgages.

Atkins Ferrie Wealth Management @ 20 Churchtown St Agnes TR5 0QW

T: 01872 306422

E: james.wright@afwm.co.uk

www.atkinsferriewealthmanagement.co.uk

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REGULATORY STATEMENTS

Atkins Ferrie Wealth Management is a trading style of AFWM Ltd. AFWM Ltd is authorised and regulated by the Financial Conduct Authority. AFWM Ltd is entered on the FCA register (http://www.fca.org.uk/register/) under reference 607283. Company registered in England & Wales. Company registration No. 07502341. Registered Office: Lakeside Offices, The Old Cattle Market, Coronation Park, Helston, TR13 0SR. The guidance and/or advice contained within this website are subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage.