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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

'Business as Usual' at Atkins Ferrie Wealth Management during the Coronavirus pandemic ...

We are delighted to confirm that we are continuing to look after all of our clients as usual during this time. If you would like to discuss your investments with us, please do not hesitate to contact your adviser on their usual telephone number, or by email.


Equally, if you have any friends or relatives who are worried about their pensions or savings, but cannot get access to advice then do not be frightened to refer them to your adviser for help.


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 Mananagement 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 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 best advice at best value.

Our offices

tel: 01326 564950

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

tel: 01872 306422

20 Churchtown
St Agnes. TR5 0QW


tel: 01736 805900

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

tel: 01626 248214

79/80 Fore Street
Chudleigh. TQ13 0HT


tel: 01237 422335

By appointment only:
AFWM Ltd @ Regency
24 The Quay
Bideford. EX39 2EZ

“ 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 01872 306422