Our Mission

Our Mission Statement:

To actively care for our clients by providing the most ethical, honest, professional and knowledgeable advice, thereby transforming the expectation and quality of UK financial services.
To use our success to make the world a better place by, not only positively transforming the image of financial services, but also by investing our time and resources in supporting the community and working in partnership with charities.
To share our success by providing a rewarding culture for staff and continuously growing returns for our shareholders through successful management of client assets. Thereby encouraging staff and shareholder loyalty and happiness.

2018 and beyond:

Our aim is to become the premier Independent Financial Advice firm in the South West and, ultimately, the UK. Our strategy for this is to continuously develop staff knowledge and capabilities in order to offer products and services beyond the ability of many other IFA firms.
We will continue to put our clients’ needs above our own to ensure we always deliver the absolute best service; a philosophy which has, up to now, led to unprecedented customer loyalty and positive word of mouth.

Latest News

Category:

Pension updates

Pension News & Changes

31/01/2018

Ronnie Williams BA (Hons) DipPFS Cert PFS (DM) Certs CII (MP & ER) In April 2015, a raft of new pension rules took effect. These […]

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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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