Atkins Ferrie Wealth Management
Financial Services • 
Helston, England, United Kingdom • 21-50 Employees
Company overview
| Headquarters | Lakeside Offices, The Old Cattle Market, Coronation Park, Helston, Cornwall TR13 0SR, GB |
| Phone number | +441271445555 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, IFA, Retirement Planning, Financial Planning, Mortgage Advice, Equity Release, Independent Financial Adviser, Tax And Tax Planning, Occupational Pensions Transfers, Holiday Home Mortgages, Long-Term Care Fee Planning |
| Founded | 2011 |
| Employees | 21-50 |
| Socials |
Key Contact at Atkins Ferrie Wealth Management
Rob Coote
Service Director
Atkins Ferrie Wealth Management Email Formats
Atkins Ferrie Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@afwm.co.uk), used 95% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@afwm.co.uk | 95% |
{first name}.{last name} | john.doe@afwm.co.uk | 5% |
About Atkins Ferrie Wealth Management
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. 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 background. 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 you the client. As such, we will always work as efficiently as possible so that our costs to you are minimised, fair and reasonable. Our aim is to provide best advice at best value.
Atkins Ferrie Wealth Management revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Atkins Ferrie Wealth Management has 12 employees across 2 departments.
Departments
Number of employees
Funding Data
Atkins Ferrie Wealth Management has never raised funding before.
Atkins Ferrie Wealth Management Tech Stack
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