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Offering the highest ethical standards
Taking away uncertainty
Taking care of your family
Taking care of you after work
Taking care of your future
Taking care of your home & property portfolio

Financial advice for everyone ..... not just the few

I am delighted to welcome you to AFWM. Here we hope to explain and demonstrate our dedication to unrivalled client care and our unrelenting activity in managing your wealth.

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

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 best solution for the client concerned. 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 budget.

Value for Money – It is vital to obtain the best advice available, but cost is always of importance. Our success is based on the quality of our advice and service to you the client. As such, we will always work as efficiently as possible so that our costs to you are minimised, fair and reasonable. Our aim is to provide the best advice at the best value.

 

Our offices


 

HELSTON
tel: 01326 564950

Lakeside Offices
The Old Cattle Market
Coronation Park
Helston   TR13 0SR

ST IVES
tel: 01736 805900

The Old Cookhouse
The Old Stennack School
The Stennack
St Ives   TR26 1RU

BARNSTAPLE
tel: 01271 445555

Unit 1
St John’s Garden Centre
St John’s Lane
Barnstaple   EX32 9DD


ST AGNES
tel: 01872 306422

20 Churchtown
St Agnes   TR5 0QW

CHUDLEIGH
tel: 01626 248214

79/80 Fore Street
Chudleigh   TQ13 0HT

SHERBORNE
tel: 01935 317707

86 Cheap Street
Sherborne   DT9 3BJ

RICHMOND
tel: 020 3398 8449

Office No. 324
Parkshot House
5 Kew Road
Richmond   TW9 2PR

96% of our clients have complete satisfaction with our financial advice and services and would recommend us.

Source: Client Survey - March 2025

“ The confusing minefield of financial processes was made possible to navigate with clear, concise explanations and unswerving support. ”

LB - Cornwall

90% of our clients feel their adviser has their best interests at the core of all recommendations.

Source: Client Survey - March 2025

“ Our meeting with your adviser went very well, both of us were very impressed. More importantly they explained clearly information that we have not received from our current FA, and that for us is a massive plus. ”

KC - Devon

88% of our clients agree that AFWM provide fair value for our services.

Source: Client Survey - March 2025

” Thank you for all the support you have given me. Not only have you gone above and beyond anything I expected or knew I needed. You have provided me with several investment options and have never made me feel under any pressure. “

TKS - Devon
info@afwm.co.uk 01872 306422