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Our services


There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our business has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 30 years and throughout this period we've developed many good friendships.

Ferris & Culverwell offer both personal and corporate advice on a whole range of financial services including the following:

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.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The FCA do not regulate inheritance tax planning and long term care planning.

Personal

Retirement and pension planning
Investing for capital growth or income
Mortgages
Tax planning and mitigation
Protection against critical illness
Income protection
Inheritance planning
Long-term care
Private medical insurance
Family protection life assurance


The FCA do not regulate employee benefits.

Corporate

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and executive
Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required


Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate on Estate and Tax Planning.

 



Resource Centre

The Ferris & Culverwell resource centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

Click to access them