Ferris & Cullverwell

Welcome to Ferris & Culverwell

We at Ferris and Culverwell Financial Services Ltd offer a range of financial services whether it be Mortgage, Investment, Pension, Equity Release, Life Insurance, or Business Protection we can satisfy your needs.

We have a team of specialist advisers on hand to help you with all aspects of financial planning. Our head office is based in Devizes, Wiltshire. Where ever you are based in the country we have advisers that can assist you.

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences.

It is therefore essential that you seek professional financial advice from people you can trust.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information.

We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.

As well as running our core business as financial advisers we are also a Yorkshire Building Society (YBS) Agency. As an agency for YBS we’re here to help more people save for the things that matter and buy their own home.

YBS agencies are very similar to YBS branches. For many years YBS has partnered with trusted businesses such as ours so that more customers can manage their money with us face-to-face in many more places. 

When you visit us you’ll have the same access to your accounts, can open a savings account and can arrange a YBS mortgage. YBS agencies offer you the same excellent service you would expect in any YBS branch and are located in the heart of communities. 

Yorkshire Building Society is a mutual organisation, so by opening an account you become a member and have a say in how the business is run. Unlike banks, the Society has no shareholders to satisfy so can focus instead on members’ needs.

To find out how Yorkshire Building Society can help you, call us on 01380 729 369 or pop in for a chat and we’ll be happy to help. You can find us at 36 St. Johns Street, Devizes, Wiltshire, SN10 1BL.

To find out more about YBS and its agencies visit ybs.co.uk/agencies

The value of pensions and investments 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.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Treating Customers Fairly

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

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