Category:
Pension News & Changes
31/01/2018
Ronnie Williams BA (Hons) DipPFS Cert PFS (DM) Certs CII (MP & ER) In April 2015, a raft of new pension rules took effect. These […]
I am delighted to welcome you to our website. Within the site we hope to explain and demonstrate our dedication to unrivalled client care and our unrelenting activity in managing your wealth.
2019 was challenging, but the most successful year yet for Atkins Ferrie Wealth Management. It was challenging because one of the platforms in which some clients were invested incurred operational problems concerning the switching of client funds. We are proud of the fact that we fully represented client interests, obtained Financial Conduct Authority help, and successfully switched clients to new platforms. Our staff diligently dealt with these issues which shows that we really do actively care for your wealth.
There were good returns from investments and total funds under management grew by 28%. Approximately 5% of our turnover is utilised to support charities and good causes and we accordingly expanded the number of sponsored events with the National Trust and Royal Horticultural Society, as well as smaller, more local causes such as Chudfest and the Chagford Show for the first time. In March 2019 we opened our Chudleigh office and this has been a phenomenal success allowing us to service most of Devon very easily.
We now have a six year plan to grow our presence into Somerset and Dorset, with plans to open offices in the Sherborne and Wells areas in the next two years and have a total of 11-17 offices across Cornwall, Devon, Somerset and Dorset by 2026. In this time we hope our turnover will grow five-fold and the great news here is that not only would we be helping five times as many clients, in more areas, but we will be providing five times as much to good causes, so we can all share in our success.