When we discovered in February 2015, that St Agnes was about to lose its last bank, with consequent outrage in the village, we felt we ought to fill this gap in some way.
In St Agnes, we offer our full Independent Financial Advice service for investments, insurance and mortgages. The building also includes the provision of a full range of Legal Advice through Thurstan Hoskin Solicitors and an Accountancy service through Atkins Ferrie Chartered Accountants.
Managing Director, John Waldie says
“this is a very exciting avenue for us. Having built successful relationships ourselves by sharing space with other businesses in St Ives, Fowey, London, Dartmouth and Bideford, we have effectively reversed this process by allowing other complementary businesses to trade in our own premises. This is an invaluable model for replacing services lost in the smaller towns of Devon and Cornwall and helping further local communities.”
Helston was our first office opened in March 2012 and forms the administrative centre for the company. The Old Cattle Market itself operates largely as a ‘one-stop shop’ for clients seeking advice having ourselves, as Financial Advisers, an Accountancy firm as well as a Solicitor, in the same building.
Upon opening our office in St Ives in April 2015 John Waldie, was “absolutely delighted to be opening in St Ives. St Ives is under-represented in terms of financial advice at present, with many banks withdrawing from investment advice. Lanhams [clearly] have the same high standards of customer service which we endeavour to provide.”
Derek and Barry Hall of Lanhams say “We have been working with Atkins Ferrie Wealth Management for some time and have been very pleased with the ethics and professionalism of their service so when an opportunity arose for them to open an office in Lanhams buildings it seemed like a perfect match.”
Atkins Ferrie Wealth Management are available in Lanhams
In 2015 AFWM Ltd teamed up with Fowey River Estate Agents to offer appointments from their offices in Fowey’s Trafalgar Square.
We provide mortgage advice for the holiday home and buy-to-let market, alongside our other financial advice services.
Fowey River Estate Agents Director, David Elderkin, stated:
“As a company AFWM Ltd offer high quality and strong ethics and they know what they’re talking about. We decided to team up with them after hearing about their new mortgage specialism. Being in Fowey we sell a large amount of holiday cottages and this niche service, which no one else is really promoting, will be of huge benefit to our customers.”
John Waldie believes our advice can benefit both buyers and sellers:
“For those people selling a holiday home, our expertise means we can work with them to help reduce the tax consequences of that sale. We can also advise on any future investments. Alternatively, for anyone looking to buy a holiday home, we can look at the best ways of going about it as mortgages aren’t always the only way.”
Advice from AFWM Ltd is available at Fowey River Estate Agents by appointment only
We took the decision to expand into Devon in 2015 after having established similar successful working relationships with estate agents in St Ives and Fowey.
Managing Director John Waldie said:
“Branching out into Devon was a logical next step. Bideford is an ideal place for us as it has mixed market of holiday homes and buy-to-lets but it is still a working town. When we initially spoke to Regency they liked our ethics and expressed an interest in working together if we came to Bideford. We’re now thrilled to have joined them in their new premises.”
Advice from AFWM Ltd is available at Regency Estate Agents by appointment only
In 2016 we opened our new Dartmouth office in partnership with Coastal House Estate Agents. Similar to our previous endeavours, this partnership allows us to work closely with the local community and make it easier to meet with our geographically expanding client base.
Advice from AFWM Ltd will be available at Coastal House Estate Agents by appointment only
Information technology allows advice from a distance to be more easily achieved, but even so, we regard face-to-face advice as highly important and we do endeavour to see our more distant clients as regularly as possible through efficient journey planning.
In conjunction with Regus we opened our London office in Pall Mall in November 2011. The office is not permanently manned and is used as a convenience to hold appointments in Board Rooms for clients wishing to see us in and around the London area. Any appointments held here need to be pre-booked in advance.
In 2018 we are pleased to be offering further branch presence in Devon with our partnership with Fowlers Estate Agents in Chagford.