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Protecting your wealth

Investments

Mortgages

Pensions

Protection

Estate Planning

Care Fee Planning

email: info@afwm.co.uk

tel: 01872 306422

Investments

AFWM Investments Icon

Taking care of your future – investments

We currently provide advice on all forms of investment, other than individual stocks and shares. We have a comprehensive and detailed process for fund selection where we ultimately look for high performing funds that demonstrate low levels of volatility over a consistent timeframe.

In a rapidly changing investment world, we find it essential to ‘think outside of the box’ when it comes to asset allocation, whilst at the same time always ensuring that client risk is controlled.

We undertake all fund research in-house, this allows us complete control over the standard of practice that is followed and ensures that all recommendations are based on the merit of individual funds, rather than convenience or loyalty to a particular fund provider.

Our researchers will work tirelessly to identify assets that are good value, thereby empowering your Adviser to recommend tactical switches where possible.

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

Trevaunance – Photo – Trevaunance Cove CC0 1.0 Universal (CC0 1.0)

Trevaunance

Prussia –Photo – Prussia Cove © Mari Buckley ShareAlike 2.0 Generic (CC BY-SA 2.0)

Prussia

Lulworth

Penberth – Photo Penberth Cove © Bob Jones (cc-by-sa/2.0)

Penberth

Teign Service Level Agreement

Teign

Porthgwarra - © Andrew Curtis ShareAlike 2.0 Generic (CC BY-SA 2.0)

Porthgwarra

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 have the expertise, knowledge and conviction to take responsibility for client asset management in-house

To not be afraid to give bold investment advice which we fundamentally believe is in each client’s best interest

“ I thank all the staff for managing so well for me, at such a turbulent time in the market. ”

A.C - Portsmouth

“ I have never had to doubt that AFWM Ltd works in my best interest, taking time and care to ensure that I understand the reasons for any (fund) changes. ”

S.B – Lelant

“ Logical and informed pursuit of goals. Forward planning of strategies to deal with future possible events. ”

J.D - Hayle

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.

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.

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