Ferris & Cullverwell

Ferris & Culverwell Financial Services is a firm of financial advisers, based in Devizes, Wiltshire, specialising in the management of investment portfolios, pensions, protection, mortgages.

About Us

We help clients to navigate complex financial markets and from the very early days our business has evolved primarily through client recommendations.

Based in Devizes, Wiltshire, Our qualified advisers cover the financial services market. Whether you are seeking to build an investment portfolio, creating a tax-efficient retirement strategy, purchase your first home or moving home and protecting yourself and your family, we have the expertise to provide the answer.

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.
Advice of the highest quality

At Ferris & Culverwell our highly skilled adviser's use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our client's interests - not someone else's.

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 advice on 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.