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email: info@afwm.co.uk
tel: 01872 306422

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.

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Come and discuss your needs obligation free at one of our offices throughout Cornwall, Devon and London, or in the comfort of your own home, wherever you are in the UK

email: info@afwm.co.uk tel: 01872 306422

REGULATORY STATEMENTS
Atkins Ferrie Wealth Management is a trading style of AFWM Ltd. AFWM Ltd is authorised and regulated by the Financial Conduct Authority. AFWM Ltd is entered on the FCA register (http://www.fca.org.uk/register/) under reference 607283. Company registered in England & Wales. Company registration No. 07502341. Registered Office: Lakeside Offices, The Old Cattle Market, Coronation Park, Helston, TR13 0SR. The guidance and/or advice contained within this website are subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage.

If you wish to register a complaint, please write to the Compliance Director, Lakeside Offices, The Old Cattle Market, Coronation Park, Helston TR13 0SR or Telephone 01326 564950. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.

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info@afwm.co.uk 01872 306422