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Personal financial planning

Private Client Services

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning 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.

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

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Estate Planning

Ferris & Culverwell understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.

Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Resource Centre

The Ferris & Culverwell resource centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

Click to access them