Business Details
15 Years
experience
Expert Financial Advisers in Helston
Atkins Ferrie Wealth Management was founded in January 2011 with a clear mission to deliver the highest ethical standards and unparalleled client care in financial advisory services. Our commitment to impartiality ensures that every recommendation is tailored to individual client needs, considering all market options without allegiance to specific providers. With a team of experienced professionals, we specialise in investment management, pension planning, protection strategies, and estate planning, prioritising transparency, value for money, and long-term client relationships.Our in-house research capabilities enable rigorous fund selection, while our regulatory compliance under the Financial Conduct Authority underscores our dedication to industry best practices. Client satisfaction surveys consistently reflect our success in aligning advice with personal circumstances, evidenced by 96% client satisfaction and a strong referral rate. We operate from multiple UK offices, offering face-to-face consultations or home visits to accommodate client preferences.
Services
Financial Advice
Investment Management
Pension Planning
Protection Strategies
Estate Planning
Details
- Year established: 2011
Highlights and features
- Impartial advice with no strategic alliances to investment providers
- In-house fund research ensuring merit-based recommendations
- 96% client satisfaction rate from 2025 survey
- Ethical principles prioritising client interests over business convenience
- Multi-office accessibility across the UK with home visit options
Associations and certifications
- Financial Conduct Authority
What people say
Complete satisfaction
Impressed with adviser
Clear explanations
No pressure
Excellent customer care
Services
Investment Management
We provide comprehensive investment advisory services focusing on high-performing funds with low volatility. Our in-house research team ensures merit-based fund selection, offering tactical switches while maintaining strict risk control. Clients benefit from active asset allocation strategies designed to secure long-term growth through diversified portfolios tailored to individual risk profiles and financial goals.
Pension Planning
Specialising in retirement planning, we offer impartial advice on pension vehicles including annuities and flexi-access drawdown. Our services integrate ISAs, property portfolios, and tax-efficient strategies to maximise returns. We review pension plans regularly, with optional daily monitoring, ensuring clients achieve comfortable retirement lifestyles aligned with evolving personal circumstances and market conditions.
Protection Services
We advise on life assurance, critical illness cover, income protection, and private medical insurance. Our solutions protect families and businesses against financial risks through tailored policies. This includes inheritance tax planning strategies and business protection arrangements that ensure continuity during unexpected events while maintaining tax efficiency and long-term security for beneficiaries.
Estate Planning
Our estate planning services focus on minimising inheritance tax liabilities through strategic gifting, trusts, and insurance solutions. We guide clients through nil-rate bands, residence allowances, and charitable donations to optimise asset distribution. The service ensures smooth intergenerational wealth transfer while complying with current tax regulations and personal family requirements.
Mortgage Advice
We offer independent mortgage advisory services including residential, buy-to-let, and holiday home financing. Our specialists provide equity release options and lifetime mortgages for clients over 55. The process includes free initial consultations, tailored solutions, and ongoing support throughout application stages, ensuring clients secure optimal mortgage products aligned with their financial circumstances and property goals.
People
Chris Towell
Mortgage Adviser
Specialist mortgage adviser with expertise in residential and holiday home financing. Provides tailored solutions while maintaining client-focused service standards.
Questions
What financial services do you specialise in?
We specialise in investment management, pension planning, protection services, estate planning, and mortgage advice tailored to individual client needs.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 607283.
How do you ensure impartial advice?
We maintain no strategic alliances with investment providers and conduct in-house research to ensure merit-based recommendations for each client.
Do you offer home visit consultations?
Yes, we provide obligation-free home visits across the UK in addition to office appointments.
What are your service charges?
Costs are disclosed upfront with emphasis on fair pricing. Specific fees depend on the complexity and type of financial service required.
How often are investment portfolios reviewed?
Annual or bi-annual reviews are standard, with additional monitoring available for high-value clients or specific service levels.
