Business Details
15 Years
experience
Independent Financial Advisers in Epsom
Established in 2011, Ferguson Wealth Management has built a reputation for delivering tailored financial planning solutions. Our founder, Graeme Ferguson, brings over 25 years of industry expertise, having previously specialised in financial services for medical professionals and held senior roles at prominent firms. We focus on wealth creation and preservation, offering independent advice on mortgages, pensions, and investments. Our approach prioritises client relationships, with over 80% of new business coming from client referrals. We adhere to strict regulatory standards under the Financial Conduct Authority, ensuring transparency and accountability.Our team combines technical expertise with a commitment to understanding individual client needs, adapting strategies as life circumstances evolve. Client testimonials highlight our proactive service, meticulous attention to detail, and ability to simplify complex financial matters. We maintain partnerships with leading financial institutions while retaining the flexibility to offer unbiased recommendations. Our fee structure is transparent, with mortgage advice typically costing 750. We serve clients across London, Surrey, and surrounding areas, providing both in-person and virtual consultations.
Services
Financial Adviser
Wealth Creation
Wealth Preservation
Mortgage Advice
Pension Advice
Investment Advice
Details
- Year established: 2011
Highlights and features
- 20+ years' experience in financial services sector
- Personalised wealth management strategies
- Regulated by Financial Conduct Authority
- Client testimonials highlight exceptional service
- Transparent fee structure with clear pricing
Associations and certifications
- Financial Conduct Authority
What people say
Exceed expectations
Proactive financial adviser
Thoroughly professional
Meticulous attention to detail
Simplify complex matters
Services
Wealth Creation
Our wealth creation services focus on growing client assets through strategic investment planning. We develop tailored portfolios considering individual risk profiles and financial goals. By combining psychometric testing with market analysis, we create diversified investment strategies that adapt to changing life circumstances.
Wealth Preservation
We specialise in safeguarding client assets against potential risks including inheritance tax and health-related financial impacts. Our protection strategies include life insurance, critical illness cover, and income protection policies. We help clients implement structures to maintain wealth across generations.
Mortgage Advice
Our mortgage advisory service provides comprehensive guidance on residential and buy-to-let financing options. We assess clients' financial situations to recommend suitable mortgage products, considering both short-term affordability and long-term financial planning. Our advice includes tax-efficient strategies and remortgaging solutions.
Pension Advice
We offer specialist pension planning services covering workplace pensions, personal pensions, and self-invested personal pensions (SIPPs). Our advice focuses on maximising retirement income while minimising charges. We help clients consolidate existing pensions and develop tax-efficient withdrawal strategies.
Investment Advice
Our investment advisory service provides access to a wide range of investment products including unit trusts, ISAs, and investment bonds. We create diversified portfolios aligned with clients' risk tolerance and financial objectives. Regular portfolio reviews ensure investments remain aligned with changing market conditions and personal circumstances.
People
Graeme Ferguson
Founder & Financial Adviser
With over 25 years' experience in financial services, Graeme established Ferguson Wealth Management in 2011. He specialises in comprehensive financial planning, having previously worked with medical professionals and held senior roles at leading firms. Graeme focuses on building long-term client relationships through transparent, evidence-based advice.
Questions
What financial services do you specialise in?
We specialise in wealth creation, preservation, mortgage advice, pension planning and investment management tailored to individual client needs.
How are your fees structured?
Our mortgage advice fee is typically £750. Investment and pension advice fees are based on individual requirements and discussed transparently during initial consultations.
What is your investment approach?
We use psychometric testing combined with market analysis to create diversified portfolios aligned with your risk profile and financial goals.
How do you ensure client protection?
We implement life insurance, critical illness cover and income protection strategies to safeguard against financial risks affecting wealth.
