Ferris & Cullverwell

Meet The Team

Giles Craig
Giles Craig

Director

Giles has been in the financial services industry for 30 years, his career started at the Prudential and he has owned Ferris and Culverwell Financial Services since 1994.  He is a well-known member of the local community and receives most of his recommendations from friends and business associates.

He advises on all areas of Financial Advice including Mortgages, Pensions, Investments, Protection, Equity Release and Wills.

In his spare time his passions are sailing, hill walking and spending time with his family.

Rob Loveridge
Rob Loveridge

Director

Rob has been co-owner of Ferris and Culverwell since 2016, he joined the company in 2012 as a Financial adviser with 17 years’ experience in the industry.  Rob advises on Mortgages, Pensions, Investments, Protection and specialises in Business Protection. In his spare time he enjoys Motocross and family time with his wife and children.

Emma Buxton
Emma Buxton

Mortgage Manager

Emma has been with Ferris and Culverwell since 2001, starting as an office junior, then gaining a qualification in Mortgage Advice and is now Manager of the Mortgage Department. Emma enjoys keeping fit, cooking and spending time with Family and Friends.

Mark Golledge
Mark Golledge

Financial Adviser

Mark has previous managerial experience in the retail industry, now a financial adviser Mark advises on Mortgages, Protection, Pensions and Investments. In his spare time Mark enjoys all sports and spending time with his family.


 

Helen Bain
Helen Bain

Office Manager

Helen has been with Ferris and Culverwell for 6 years and as office manager keeps the whole company running smoothly. Helen has lived in Devizes all of her life and has a great deal of local knowledge She is a keen runner, swimmer, dog walker and mum to three grown up children. 

Deb Bevan
Deb Devan

Mortgage Adviser

Deborah started her career at NatWest working her way up to Branch Manager.  She has been with Ferris and Culverwell since 2014 and during her time has gained a qualification in Mortgage Advice.  She is a keen walker and enjoys travelling.

Ian Barber
Ian Barber

Protection Specialist

Ian has a wealth of knowledge and experience in the financial services industry, Ian is now semi-retired and spends a great deal of time with his grandchildren and his beloved Bristol Rovers.

Marc Sullivan
Marc Sullivan

Financial Adviser

Marc has over 14 years’ in the industry. He is qualified in Financial Planning Advice Diploma Level 4 and CeMAP Level 3 advising on Pensions, Investments, Tax Planning, Mortgages and Protection. He enjoys sports, particularly Football and Golf. Although his opportunities to play are limited as most of his spare time is taken up running his local Under 8’s football team.

Rob Hunt
Rob Hunt

Financial Adviser

Rob is an experienced Financial Adviser and previous partner of Ferris and Culverwell.  He advises on all areas of financial advice including Mortgages, Pensions, Investments, Protection, Equity Release, Wills and Long Term Care. A keen gardener, golfer and musician, Rob also spends a great deal of time with his grandchildren.

Daniel Collin
Daniel Collin

Financial Adviser

Dan has over 15 years’ worth of experience in the industry working as a Financial Adviser, advising on Pensions and Investments. He is qualified in Financial Planning Advanced Diploma Level 6 allowing him to advise on Defined Benefit/Final Salary Pensions. A keen sportsman, his passions include Swimming, Squash, Golf and Football.

Ashley Wilkins
Ashley Wilkins

Administrator

Ashley is the first face you will often see as you enter the doors to Ferris and Culverwell.  In his two years with Ferris and Culverwell Ash has gained the knowledge to head up the Yorkshire building society operation and is working his way through his qualification to become a Mortgage and Protection Adviser. Ash is an Amateur Boxer and Footballer

Sally Francis
Sally Francis

Administrator

The newest member of our team, a bubbly character who focuses her time on ensuring all of our Pension and Investment clients policies are reviewed accurately in a timely manner. All of her spare time is spent with her young family and on her passion for arts and crafts.

Our Approach

Our initial meeting is usually without charge . after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service.

We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else.

And of course, we are prepared to work alongside our client's Accountants and Solicitors.

We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.

Ferris & Culverwell focus on flexibility, offer a wide range of investment options and different price structures to choose from.

The value of pensions and investments and the income they produce 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.

Top