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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

All your professional Wealth Management needs in one...

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.

Our offices


HELSTON
tel: 01326 564950

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

ST AGNES
tel: 01872 306422

20 Churchtown
St Agnes. TR5 0QW

 

ST IVES
tel: 01736 805900

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

CHUDLEIGH
tel: 01626 248214

79/80 Fore Street
Chudleigh. TQ13 0HT

 

BIDEFORD
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
info@afwm.co.uk 01872 306422