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Taking care of your future
Investments

Investments
Mortgages

Mortgages
Pensions

Pensions
Protection

Protection
Estate Planning

Estate Planning
Care Fee Planning

Care Fee Planning
email: info@afwm.co.uk
tel: 01872 306422

Pensions

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Taking care of your future

We can advise on all matters regarding both corporate and individual pensions; including occupational pensions and pension transfers.

Our Advisers care about helping you make the most of your retirement and will continually review your pension plans throughout your relationship with us. We have access to the whole market and can therefore recommend the most appropriate products to suit your needs.

In April 2015, a new raft of pension rules took effect. These included some of the most radical changes for a generation. The changes have generally been well received and there are real benefits to be enjoyed. To discuss these changes and how they might affect you, please visit our Contact Us page and one of our helpful, qualified Advisers will be in touch.

Call us now on 01872 306422 or email info@afwm.co.uk for more information.

Our Ethical Principles

Where no new business needs to be written – to end an appointment happy that a good job has been done

Always to provide advice or recommendations which are wholly right for each individual client, not the most convenient to our business

As our business increases, we should not lose our ability to service clients to the highest standards through overburdening staff and Advisers

“ Many thanks to you and your team for all your hard work, especially when I equated percentage increases to money in the account! ”

K.W – Tintagel

“ (We have) been well satisfied over the several years of doing business. ”

J.M – Penzance

“ Friendly, personal advice from someone we trust… ”

C.R – Penzance

“ It is always possible to talk to someone very quickly, even outside of scheduled meetings. ”

G.R – Beaworthy

“ We have a confidence in (our Adviser) that has built over the years he has looked after us. We feel he always does his best in a friendly and professional way. ”

S.G - Penzance

“ Great advice. Reliable, effective. ”

S.H - Penzance

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Arrange a meeting with us

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