Atkins Ferrie Wealth Management

Atkins Ferrie Wealth Management is an independent financial advisory firm based in Devon and Cornwall, providing financial advice tailored to individual client needs. Founded in 2011, the firm adheres to ethical standards and focuses on client care.
  • Pensions
  • Protection
  • Investments
  • Estate Planning
  • Care Fees Planning
  • Mortgages & Equity Release

Size
Medium
Phone
01872 306422
Website
afwm.co.uk
Email
Available in Endole App
Locations
parkshot house, 5 Kew Rd, TW9 2PR
02033988449
9:00 - 17:00
86 Cheap St, DT9 3BJ
01935317707
9:00 - 17:00
Unit 1, St John's Garden Centre, 48 St John's Ln, EX32 9DD
01271445555
9:00 - 17:00
20 Churchtown, TR5 0QW
01872306422
9:00 - 17:00
Porthleven Rd, TR13 0SR
01326564950
9:00 - 17:00
Stennack Surgery the Old Stennack School, The Old Cookhouse, The Stennack, TR26 1RU
01736805900
9:00 - 17:00
Lakeside Offices Coronation Park, TR13 0SR
01326564950
9:00 - 17:00
79-80 Fore St., TQ13 0HT
01626248214
9:00 - 17:00
Digital Popularity
Social Media
Available on
Competitors
Whateley Wealth Management Ltd
Whateley Wealth Management Ltd is an independent financial advisory firm that provides a range of financial services including pensions, investments, mortgages, and insurance.
SFA Independent Financial Advisers
SFA Independent Financial Advisers is Leicestershire's premier independent wealth management advisers, providing a complete holistic advisory service.
Company Details
Atkins Ferrie Wealth Management is operated by AFWM Limited and is a Active company incorporated on 24 January 2011 with the registered office located in Helston, Cornwall. AFWM Limited was registered 14 years ago.

Status
Active
Size
Micro
Directors
6
Age
14 years old
Employees
29
Turnover
Unreported
Total Assets
£883.68K
Cash in Bank
£99.31K
Total Liabilities
-£549.59K

Director • British • Lives in England • Born in Nov 1980
Director • British • Lives in England • Born in Dec 1992
Director • PSC • Managing Director • British • Lives in England • Born in Nov 1964
Director • British • Lives in England • Born in Jan 1984
Director • Accountant • British • Lives in England • Born in Sep 1967
Teams
All
17
Management
13
Customer Service
3
Education
2
Other
2
Client Manager • Joined Sep 2024
Marketing Manager • Joined May 2021
Service Director • Joined Sep 2024
Head Of Portfolio Administration - Senior Research Assistant • Joined Sep 2021
Senior Administrator • Joined May 2019
Research Assistant • Joined Jun 2018
Independent Financial Adviser • Joined Jan 2024
Financial Adviser • Joined Apr 2015
Independent Financial Adviser • Joined Sep 2019
Mortgage & Equity Release Adviser • Joined Apr 2017
Marketing Manager • Joined May 2021
Independent Financial Adviser • Joined May 2019
Senior Administrator • Joined May 2019
Independent Financial Adviser • Joined Jan 2024
Financial Adviser • Joined Apr 2015
Independent Financial Adviser • Joined Sep 2019
Mortgage & Equity Release Adviser • Joined Apr 2017
Independent Financial Advisor • Joined Jul 2021
Independent Financial Adviser
Independent Financial Adviser • Joined Sep 2016
Research Assistant • Joined Jun 2018
Researcher • Joined Mar 2025
Client Manager • Joined Sep 2024
Service Director • Joined Sep 2024
Financial Adviser • Joined Apr 2015
Head Of Portfolio Administration - Senior Research Assistant • Joined Sep 2021
Marketing And Charity Co-Ordinator • Joined May 2017
View 17 members