Atkins Ferrie Wealth Management was founded in January 2011 with the aim to offer the highest ethical principles and best service standards available from any independent adviser in the UK.

With only 16% of financial advisers in the UK being women, we are proud that two of these dedicated and talented individuals are part of our team. Tabitha Parham is based in our Sherborne office and Zoe Watkins works from our Barnstaple office.

Impartiality – We undertake to provide completely impartial advice unique to each of our clients. We will consider all options available to each individual and ensure that every recommendation is absolutely the best solution for the client concerned. As such, Atkins Ferrie Wealth Management will never form strategic alliances with investment companies or favour any one provider. Recommendations will always be on pure merit at any given time.

Courtesy – Our aim is to ensure that all clients are dealt with the same courtesy irrespective of wealth or budget.

Value for Money – It is vital to obtain the best advice available, but cost is always of importance. Our success is based on the quality of our advice and service to our clients. As such, we will always work as efficiently as possible so that our costs are minimised, fair and reasonable. Our aim is to provide the best advice at the best value.

For more information on our services and our free initial consultation available to suit you, visit our website.