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

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.

Looking to the Future:

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.

The future vision for our Company will see us continuing to support the locality of our clients, making financial advice more accessible to all. Our newest office, located in Richmond, opened in July 2023. This will enable us to support our growing number of clients in the London area, who value the quality of our advice and service. Having our offices where people live rather than just work, allows us to continue to get involved in helping to raise funds for our local community projects.

Arrange a meeting with us

Come and discuss your needs obligation free at one of our local offices, or in the comfort of your own home, wherever you are in the UK.

    • Where did you hear about us?*

    • * Before you supply any personal details to us please read and accept our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations.

    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 is subject to the UK regulatory regime and are therefore targeted at consumers based in the UK. Mortgages on and equity released from your home will be secured against it. 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.

    Website design & Produced by: Aawen Design Studio Ltd.

    info@afwm.co.uk 01872 306422