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Taking care of your family
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

Protection

AFWM Protection Icon

Taking care of your family

Each client’s protection needs vary depending on their lifestyle and financial commitments. Whatever your needs, we can offer advice on a full range of life and health protection options for both corporate and individual solutions.

Whilst we cannot promise you that life will always be easy; we can offer you peace of mind and financial security, should the worst happen.

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

Our Ethical Principles

Never to engage in strategic investment alliances – our duty as Independent Financial Advisers is to have a one to one strategic alliance only with clients

To develop our service entirely on customer need, rather than business interests

To relentlessly strive to provide ever higher service standards, including the most customer friendly office environment

“ Personal service and the assuring knowledge that AFWM Ltd is doing the very best for us. ”

R.H - Mousehole

“ Always willing to provide good advice. ”

R.L – Hayle

“ Courtesy and patience and much valued advice. ”

R.H - Truro

Latest News

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