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.
It is therefore essential that you seek professional financial advice from people you can trust.
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.
- Retirement and pension planning
- Investing for capital growth or income
- Tax planning and mitigation
- Protection against life and critical illness
- Income protection
- Inheritance planning
- Private medical insurance
- Family protection life assurance
- Home Insurance/Landlords Insurance
- 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