About usFerris & Culverwell Financial Services is a firm of financial advisers specialising in the management of investment portfolios and pensions
Our servicesThere are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner
Personal financial planningThe foundation of the services that we provide to our clients is built on developing long-term relationships
Corporate financial planningFerris & Culverwell provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.
The value of pensions and investments can fall as well as rise, you may get back less than you invested.
Welcome to Ferris & Culverwell
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
Treating Customers Fairly
Ferris & Culverwell is a trading style of Ferris & Culverwell Financial Services Limited which is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Ferris & Culverwell Financial Services has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.
"As a family we have used Ferris & Culverwell a couple of times now for their mortgage application expertise and services. We can honestly say they are a pleasure to work with and it is comforting to have their knowledge and experience ‘in your corner.’
Ferris and Culverwell provide a professional and efficient service and we would not hesitate to secure their services again in the future.
Should you require the services of experienced and efficient financial advisors , we thoroughly recommend you secure their services.""
Thanks & best wishes
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