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Meet the Team

Atkins Ferrie Wealth Management Group Photo

A team of the highest quality and integrity

We are proud to attract top-quality professionals to Atkins Ferrie Wealth Management. Please browse our staff backgrounds to be confident of the overall quality of service we can offer.

Click on the person you want to read more about and quickly scroll to the relevant information:

John C. Waldie

BSc (Hons) DipPFS

Co-Founder, Managing Director & Financial Adviser

john.waldie@afwm.co.uk 01736 805900

John obtained a First-Class Aeronautical Engineering degree from Manchester and enjoyed a ten year career with Rolls Royce PLC as a Turbine Technologist. Following this he made the move into Financial Planning and worked for various large firms before founding AFWM Ltd in 2011 with Tom Tripp. John has four Advanced Planning qualifications including Pensions and Investment Portfolio Management, meaning he is able to advise on a superior range of issues and offer a first class service to his clients.

Based at the: St Ives office

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Tom Tripp

FCCA ACA MIoD

Co-Founder & Strategic Development Director

tom.tripp@afwm.co.uk 01326 572600

A qualified Chartered Accountant and Chartered Certified Accountant, Tom has worked in the finance industry since 1987 and is a shareholder and director in the Chartered Accountancy practice, Atkins Ferrie. He is also a member of the Institute of Directors (London). Tom is responsible for the Marketing and Business Development of AFWM Ltd and has bolstered strong relationships with some of our charity and corporate partners including the National Trust and many more.

Based at the: Helston office

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Ronnie Williams

BA (Hons) DipPFS CertPFS (DM) Certs CII (MP & ER)

Quality Assurance Director & Financial Adviser

ronnie.williams@afwm.co.uk 01326 564950

Ronnie has a BA Honours Degree in Economics and Geography from the University of Exeter. After graduating he worked for a multinational firm where he obtained his mortgage qualifications. Ronnie joined AFWM Ltd in August 2011, and worked closely with John whilst he obtained his Diploma in Regulated Financial Planning. He has worked as a Financial Adviser since 2013 and his wide range of skills enable him to provide a quality holistic approach to financial advice.

Based at the: Helston office

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Rob Baylis

BA (Hons) FCA DipPFS

Financial Adviser

rob.baylis@afwm.co.uk 01736 805900

Rob has a BA Honours Degree in Accountancy from Birmingham Polytechnic and was awarded the tax prize whilst he was there. He qualified as a Chartered Accountant with Price Waterhouse in 1993 and worked for Magneti Marelli, as a Financial Controller and worked as part of the Senior Management team. He spent 15 years in the Renewable Energy Industry including time with Nuon and Vattenfall. During this time he was Head of Finance for the UK, Senior Acquisition Manager UK and Head of Onshore Development England & Wales. Rob joined AFWM Ltd in March 2015 after completing his Diploma in Regulated Financial Planning. Rob gained the additional qualification to become a Pension Transfer Specialist in June 2019.

Based at the: St Ives office

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Rob Coote

BEng (Hons)

Financial Adviser

rob.coote@afwm.co.uk 01626 248214

Rob graduated from the University of Exeter in 2015 with a degree in Mechanical Engineering and Management. During university, Rob played for the Exeter Chiefs, England Students and Great Britain Students rugby teams. Rob’s sporting background has provided him with a strong work-ethic, great communication and the ability to lead. Combining these with the optimisation and management skills learnt whilst acquiring his degree gives him the relevant attributes to be an asset to the AFWM Ltd team and to help clients achieve their financial goals.

Based at the: Chudleigh office

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James Currie

BSc (Hons) DipPFS

Financial Adviser

james.currie@afwm.co.uk 01326 564950

James has a First Class degree in Accounting and Finance from Swansea University. He joined AFWM Ltd as a Research Assistant, providing technical support to the advisers while researching investments and products to recommend to clients. Having qualified for his Diploma in Regulated Financial Planning, he has been a Financial Adviser at the Company since 2016. Alongside his adviser role, James manages the day to day running of the AFWM Ltd Dynamic Portfolio Assessment Service.

Based at the: Helston office

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James Sculthorp-Wright

BSc (Hons) DipPFS CertPFS (DM) Certs CII (MP & ER) MIoD

Strategic Development Director (Client) & Financial Adviser

james.wright@afwm.co.uk 01872 306422

James is responsible for ensuring all aspects of our customer service meet the high standards we expect. Alongside this, his role is to ensure our internal processes are as efficient as possible, which affords us more time to look after our clients. In addition to his Directorship, James is one of our financial advisers and specialises in long-term care planning. In his spare time, James volunteers for the South Western Ambulance Service as a first responder.

Based at the: St Agnes office

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Trevellyan Ward

BSc (Hons) DipPFS

Financial Adviser

trevellyan.ward@afwm.co.uk 01872 306422

Trevellyan joined in 2019 and brings with him a wealth of investment experience. After graduating with an Economics degree from the University of Bath, Trevellyan began a career in institutional asset management at Strathmore Capital, advising some of the world’s largest pension funds on their investment strategies. He then moved to GAIN Capital to manage the firm’s discretionary equity investment strategy and was integral in improving the firm’s discretionary trading performance. As an Adviser, Trevellyan draws upon his extensive investment and client management experience to provide the first-class service AFWM Ltd is renowned for.

Based at the: St Agnes office

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Chris Towell

CeMAP CeRER

Mortgage Adviser

chris.towell@afwm.co.uk 01872 306422

Chris joined AFWM Ltd in April 2017 following an 18 year career with GE Money where he worked in several different roles including Underwriting, Mortgage Adviser, Team Leader and Customer Experience and Outcome Manager. His current role is to drive the mortgage side of the business forward, incorporating a strong ethics-based belief into the mortgage field. He deals with both residential and buy-to-let or holiday home mortgages, equity release and reviews the protection needs of his clients.

Based at the: St Agnes office

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George Galbraith

BSc (Hons) MSc DipPFS

Financial Adviser

george.galbraith@afwm.co.uk 01626 248214

George has achieved a Master’s degree with Distinction in Finance and Investment as well as holding a degree in International Relations and Politics from Plymouth University. He now works for AFWM Ltd as a Financial Adviser based at our Chudleigh office. Outside of work, George has a passion for hockey, playing National League for Ashmoor.

Based at the: Chudleigh office

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Zoe Watkins

BA (Hons) MA DipPFS

Financial Adviser

zoe.watkins@afwm.co.uk 01271 445555

Zoe obtained a First-Class degree in Economics from the University of Science and Arts of Oklahoma whilst on a soccer scholarship followed by a Master’s degree in International Relations from the University of Exeter. Having obtained her diploma in Regulated Financial Planning, Zoe is now the Financial Adviser based at the Barnstaple office. Currently playing for Exeter City, and having previously played for the likes of West Bromwich Albion, Zoe plans to use her strong work-ethic, excellent communication skills and keen optimism to thrive as a Financial Adviser – with the main aim of helping her clients achieve their personal financial goals.

Based at the: Barnstaple office

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Christine Bolitho

Head of Administration

chris.bolitho@afwm.co.uk 01872 306422

Christine continues to work closely with John Waldie, whilst also remaining as the Principal for all administrative issues. After successfully completing the London Chamber of Commerce and Industry Secretarial Intensive Course at Cornwall College, Christine spent 12 years in Architectural Administration with a further 17 years in Financial Administration covering both the Mortgage and Investment fields, which gave her the essential skills and knowledge prior to joining AFWM Ltd in February 2011.

Based at the: St Agnes office

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Sally Endean

Quality Assurance Co-Ordinator & Executive Administrator

sally.endean@afwm.co.uk 01326 564950

Sally assists Ronnie Williams on overseeing and managing the regulatory compliance needs of the business and general administration. Prior to joining AFWM Ltd in 2015, Sally enjoyed a varied career of 35 years with NatWest Bank, including joint Branch Manager of St Ives with Jo Allen for 14 years.

Based at the: Helston office

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Jo Allen

Mortgage Administrator

jo.allen@afwm.co.uk 01872 306422

Jo joined AFWM Ltd in 2015 following a 28 year career with NatWest Bank, the last 14 years of which she was joint Branch Manager with Sally Endean in St Ives. Jo works closely with Chris Towell and assists with the administration of all mortgage and equity release applications.

Based at the: St Agnes office

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Laura Burman

Senior Administrator

laura.burman@afwm.co.uk 01626 248214

Laura joined AFWM Ltd in May 2019. Laura provides administrative support to Rob Coote, George Galbraith and Olya Edwards. Prior to joining the team at AFWM Ltd, Laura worked in the health and social care sector for 15 years, the last three of which was providing apprenticeships in a work-based training capacity. Laura is empathic, organised and provides a friendly and warm environment in our Chudleigh office.

Based at the: Chudleigh office

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Katy Cox

BA (Hons)

Research Assistant

katy.cox@afwm.co.uk 01326 564950

Katy joined AFWM Ltd in March 2018 as a Research Assistant providing technical support to the advisers. She studied History at the University of Birmingham and is now studying towards her Diploma in Regulated Financial Planning with the aim of becoming a qualified Financial Adviser.

Based at the: Helston office

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Olya Edwards

BSc (Hons) DipPFS

Financial Adviser

olya.edwards@afwm.co.uk 01626 248214

Olya graduated from the University of Exeter in 2016 with a BSc degree in Medical Science and joined AFWM as a Research Assistant in May 2019. Originally from Belarus, Olya has faced her fair share of adversity, but has always remained steadfast, embracing each and every hurdle as a opportunity to learn and grow. Fluent in three languages, Olya is an exceptional communicator and takes great pride in putting AFWM’s clients at the heart of all she does. Olya is incredibly proud to be the first female Financial Adviser at AFWM.

Based at the: Chudleigh office

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Oliver Walker

MSc DipPFS

Financial Adviser

olly.walker@afwm.co.uk 01935 317707

Oliver graduated with a Master’s degree in Astrophysics from the Autonomous University of Barcelona in 2017. He returned to Cornwall to join AFWM Ltd as a Research Assistant in April 2019, and alongside this role completed a Diploma in Regulated Financial Planning. Now a qualified Financial Adviser, he works at our Sherborne office and strives to provide the highest service to his clients and community alike.

Based at the: Sherborne office

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Hayley Goodchild

Administrator & Research Assistant

hayley.goodchild@afwm.co.uk 01736 805900

Hayley joined AFWM Ltd in January 2020 as an Administrator and Research Assistant. Hayley studied Psychology at the University of Plymouth and prior to joining AFWM Ltd was Production Co-ordinator for a Cornish retail company.

Based at the: St Ives office

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Andrew Steward

Senior Finance Administrator

andrew.steward@afwm.co.uk 01736 805900

Andrew is responsible for the day to day reconciliation and processing of commissions, banking and finance, including payroll and accounting processes. He joined AFWM Ltd in October 2019 after working for many years as an administrator and accountant in the local hospitality industry.

Based at the: St Ives office

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Angela Reid

Administrator

angela.reid@afwm.co.uk 01326 564950

Angela joined AFWM Ltd in January 2020 as an Administrator with a previous background of working for Independent Financial Advisers. Prior to this she has over ten years’ experience of the hospitality and events industry including working at several five-star hotels.

Based at the: Helston office

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Anthea Bradshaw

Administrator

anthea.bradshaw@afwm.co.uk 01271 445555

Anthea joined AFWM Ltd in May 2021, and is based at our Barnstaple office, providing administrative support to Zoe Watkins. Anthea brings with her a wealth of experience, having previously worked in a variety of administrative roles, encompassing various industries across the United States, Ireland and the U.K. Most recently within the continuing healthcare environment.

Based at the: Barnstaple office

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Sharon West

Marketing & Charity Co-ordinator

sharon.west@afwm.co.uk 01271 445555

Sharon joined AFWM Ltd in May 2021, as our full-time Marketing and Charity Co-ordinator. Joining us from a long and varied career in the travel industry, having worked for a major UK airline, leading leisure and business travel agencies. Sharon brings with her strong communication and organisational skills, taking responsibility for co-ordinating the large number of events AFWM Ltd sponsors each year, supporting our local communities, and working in partnership with our local charities.

Based at the: Barnstaple office

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Tabitha Bland

Trainee Financial Adviser

tabitha.bland@afwm.co.uk 01935 317707

Tabitha joined AFWM Ltd in Spring 2021 as a Trainee Financial Adviser. With hands-on experience in both hospitality and investment banking, and qualifications in Investment Operations and Operational Management, she is looking forward to using her skills and knowledge to work towards becoming a qualified Financial Adviser, working closely with James Sculthorp-Wright.

Based at the: Sherborne office

 

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Luke Zorab

Trainee Financial Adviser

luke.zorab@afwm.co.uk 01326 564950

Luke started his career in the Royal Air Force before completing his BA Honours degree at Loughborough University. After graduating he worked for a multinational firm specialising in Foreign Exchange and international payments. Luke has a great work ethic and strong communication skills that have been developed over a decade working in financial services. Luke joined the team at our Helston Office in June 2021 and works closely with Ronnie Williams as a trainee financial advisor, whilst completing his Diploma in Regulated Financial Planning.

Based at the: Helston office

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info@afwm.co.uk 01872 306422