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

Investments
Mortgages

Mortgages
Pensions

Pensions
Protection

Protection
Estate Planning

Estate Planning
Care Fee Planning

Care Fee Planning
email: info@afwm.co.uk
tel: 01872 306422
Investments

Investments
Mortgages

Mortgages
Pensions

Pensions
Protection

Protection
Estate Planning

Estate Planning
Care Fee Planning

Care Fee Planning

All your professional Wealth Management needs in one...

Atkins Ferrie Wealth Management (AFWM Ltd.) is a firm of Independent Financial Advisers covering the South West. We specialise in all aspects of financial planning and follow a strict set of ethical principles to deliver the very best service standards to our clients.

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. We will never form strategic alliances with investment companies or favour any one provider.

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 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. We will always work efficiently so that our costs to you are minimised, fair and reasonable. Our aim is to provide best advice at best value.

“ I have never had cause to doubt that AFWM Ltd works in my best interest, taking time and care to ensure that I understand reasons for any changes. ”

S.B - St Ives

“ I have total confidence in the advice I have been given and no pressure has ever been put on me to increase my investment. ”

J.D - Penzance

“ Dealing with someone who understands our financial needs, and acts on our behalf, swiftly. ”

J.B - Okehampton

“ I am very grateful for your kindness and honesty – it has had a direct impact on my life and my children’s lives going forward. ”

M.D – location unknown

“ I thank all the staff for managing so well for me, at such a turbulent time in the market. I always look at switch recommendations and [am] always impressed with reasoning behind them. ”

A.C – Portsmouth

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Arrange a meeting with us

Come and discuss your needs obligation free at one of our offices throughout Cornwall, Devon and London, or in the comfort of your own home, wherever you are in the UK

email: info@afwm.co.uk tel: 01872 306422

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.

If you wish to register a complaint, please write to the Compliance Director, Lakeside Offices, The Old Cattle Market, Coronation Park, Helston TR13 0SR or Telephone 01326 564950. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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info@afwm.co.uk 01872 306422