Atkins Ferrie Wealth Management - Saint Ives

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Atkins Ferrie Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Atkins Ferrie Wealth Management stands as a respected firm dedicated to helping clients achieve their long-term financial goals. They operate from a convenient and accessible location in Saint Ives, Cornwall, and offer a personalized approach to wealth management. The firm’s commitment to building lasting relationships and providing clear, understandable advice is a core element of their service.

Location and Contact Information

Atkins Ferrie Wealth Management is situated at:

Address: Stennack Surgery the Old Stennack School, The Old Cookhouse, The Stennack, Saint Ives TR26 1RU, United Kingdom.

Phone: 1736805900

Website: afwm.co.uk

Specializations and Services

The firm specializes in providing comprehensive financial planning services. This includes, but isn’t limited to:

• Investment Management
• Retirement Planning
• Inheritance Tax Planning
• Financial Reviews and Guidance

Atkins Ferrie Wealth Management focuses on tailoring solutions to meet each client's unique circumstances, risk tolerance, and aspirations. They prioritize a proactive and ongoing dialogue ensuring clients remain informed and aligned with their financial strategy.

Accessibility and Amenities

Atkins Ferrie Wealth Management demonstrates a strong commitment to inclusivity. The office is wheelchair accessible, offering wheelchair accessible seating and a restroom for the comfort and convenience of all visitors. This dedication underscores their belief that financial advice should be readily available to everyone.

Client Feedback and Reputation

The company maintains an active presence on Google My Business, with 18 reviews reflecting client satisfaction. The average opinion is 4.9/5, a testament to the firm’s professionalism and client-centric approach. Feedback consistently highlights the value of experienced advisors and the clarity of their communication. It seems a key element of their success lies in the individual attention and knowledge provided by their team.

Key Personnel and Approach

Notably, Rob Baylis has been a trusted advisor to many clients for several years. Client testimonials suggest he is highly regarded for his professionalism, deep understanding of investments, and willingness to take the time to thoroughly explain complex financial matters. This dedication to clear communication and client education appears to be a defining characteristic of Atkins Ferrie Wealth Management’s service model.

Final Recommendation

If you are seeking a reputable and dedicated financial planner who prioritizes personalized service and a strong understanding of your individual needs, Atkins Ferrie Wealth Management is well worth considering. We strongly recommend visiting their website at afwm.co.uk to schedule a consultation and discover how they can assist you in achieving your financial aspirations. Don’t hesitate to contact them directly at 1736805900 to discuss your requirements.

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👍 Reviews of Atkins Ferrie Wealth Management

Becky F.

5/5

Rob Baylis has been our advisor for many years. We look forward to seeing him , he is always very professional and knowledgeable regarding our investments and always takes time to explain things to us.
I would not hesitate in recommending him and this company.

Mark C.

5/5

Rob Bayliss from Atkins Ferrie Wealth Management has been an incredible support to me over the past 11 years. He has a remarkable ability to simplify the complex world of personal pensions, making it easy for me to understand. He is always available to answer any questions and provide guidance. I truly appreciate his expertise and dedication.

Christopher R.

5/5

After having a telephone consultation with Rob Baylis, we would just like to say how professional and knowledgeable he is concerning our investments. He has been our advisor for many years now and and he always fills us with confidence, regarding the markets and it is good to know that our investments are in good hands. We cannot speak highly enough of him and would fully recommend him to anyone wanting to invest. Chris and Deborah Rylatt

Mike P.

5/5

I've been with AWFM for 8 years, more than happy with the service they provide, easily contactable and you always have regular meetings with your advisor, I can say my meetings with Rob to be informative, understanding and enjoyable.
AFWM initially started with my own private pension after I met a representative at a local NT property and 3 years later helped me move an old works pension into my SSIP

Hayley J.

5/5

Rob Baylis has been my adviser for 10 years. Trusted advice and recommendations based on individuals needs. Easy to communicate and contact. Also good to know AFWM provide other services if ever needed.

Rob M.

5/5

Rob Bayliss provides a professional personable service. Trustees can feel confident that Atkins Ferrie Wealth Management will invest funds at the correct level of risk whilst maintaining the desired level of income/capital growth.

Sarah F.

5/5

Rob Baylis and the AFWM team have looked after me for many years. Always professional, knowledgeable and proactive. I highly recommend them to anyone looking for financial advice.

Anna Z.

4/5

Thoroughly professional, trustworthy company. Rob Baylis is well-informed and explains everything clearly. Would give 5* for a higher return, but Covid and world conflicts have stacked the odds against them. On balance, a healthy performance in difficult circumstances.