Welcome to Ferris & Culverwell

We at Ferris and Culverwell Financial Services Ltd offer a range of financial services whether it be Mortgage, Investment, Pension, Equity Release, Life Insurance, or Business Protection we can satisfy your needs.

We have a team of specialist advisers on hand to help you with all aspects of financial planning. Our head office is based in Devizes, Wiltshire. Where ever you are based in the country we have advisers that can assist you.

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.

As well as running our core business as financial advisers we are also a Yorkshire Building Society (YBS) Agency. As an agency for YBS we’re here to help more people save for the things that matter and buy their own home.

For many years YBS has partnered with trusted businesses such as ours so that more customers can manage their money with us face-to-face in many more places.

Yorkshire Building Society is a mutual organisation. Unlike banks, the Society has no shareholders to satisfy so can focus instead on members’ needs.

To find out if Yorkshire Building Society can help you, call us on 01380 729 369 or pop in for a chat and we’ll be happy to help. You can find us at 36 St. Johns Street, Devizes, Wiltshire, SN10 1BL.

To find out more about YBS and its agencies visit ybs.co.uk/agencies

Yorkshire Building Society is a member of the Building Societies Association and is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Yorkshire Building Society is entered in the Financial Services Register and its registration number is 106085. Head Office: Yorkshire House, Yorkshire Drive, Bradford BD5 8LY. ybs.co.uk

Our agency with Yorkshire Building Society is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business. Please see Yorkshire Building Society for details of their services and who regulates them.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.