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Our History

AFWM Ltd was founded in January 2011 with an aim to offer the highest ethical principles and best service standards available from any Independent Financial Adviser in the UK.

Following careers with various financial advice firms John Waldie, Co-Founder and Managing Director, approached Tom Tripp of Atkins Ferrie Chartered Accountants (AFCA), Co-Founder and Marketing Director, with an ambition to do things completely different to most IFA firms. Shortly after, AFWM Ltd was founded in Helston.

AFWM Ltd now has staff and offices across Cornwall and Devon. We have a national client base and we are working hard to continue expansion in Cornwall, Devon and, ultimately, throughout the UK. 01872 306422