Personal financial planning
Building along-term relationship enables us over time to recommend the appropriate adjustments required to our clients financial strategy as events inevitably change.
Our approach is simple; we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
Ferris & Culverwell has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Private Client Advice
The FCA do not regulate tax planning.
- Investment strategies
- Pension planning (including income drawdown)
- Tax planning strategies
- Life and health insurance
- School fees planning