Ferris & Cullverwell

Ferris & Culverwell provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs.

Corporate financial planning

We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them to the flexibility of being able to choose their own employee packages from a range of options you set. Working with Ferris & Culverwell means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

The value of pensions can fall as well as rise, you may get back less than you invested.
The FCA do not regulate employee benefits.
Corporate Financial Planning Advice

When advising companies and sole-traders, there are many aspects of the business that we take into consideration:

  • Group pensions
  • Corporate insurance
  • Corporate financial planning
  • Employee benefits arrangements

Treating Customers Fairly

Ferris & Culverwell is a trading style of Ferris & Culverwell Financial Services Limited which is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Ferris & Culverwell Financial Services has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.

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