Ferris & Culverwell Financial Services is a firm of financial advisers, based in Devizes, Wiltshire, specialising in the management of investment portfolios, pensions, protection, mortgages. We cover the whole of the market when it comes to your mortgage needs, finding you the best interest rates suitable for your circumstances.
We maybe able to help even in the event of adverse credit. We have a clear holistic investment approach that we believe will be appropriate for the majority of our customers. This is encapsulated in our investment philosophy that you should be supported throughout your savings and investment journey, in order to give you an excellent opportunity to achieve your goals and objectives.
We maybe able to help even in the event of adverse credit. We have a clear holistic investment approach that we believe will be appropriate for the majority of our customers. This is encapsulated in our investment philosophy that you should be supported throughout your savings and investment journey, in order to give you an excellent opportunity to achieve your goals and objectives.
Services
Ferris & Culverwell Financial Services is a firm of financial advisers, based in Devizes, Wiltshire, specialising in the management of investment portfolios, pensions, protection, mortgages. We help clients to navigate complex financial markets and from the very early days our business has evolved primarily through client recommendations.
Ferris & Culverwell provides financial advice to both individuals and businesses on a fee or commission basis, our first consultation is usually free. The relationship that we build with our clients is underpinned by our commitment to ensure that their long-term financial goals are achieved. We undertake a comprehensive financial review of your (or your business) circumstances and financial objectives taking account of any existing arrangements.
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.
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. The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
At the outset Ferris & Culverwell arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.
Reviews (2)
Philip Dunford
Aug 07, 2021
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Jen Kearley
Oct 17, 2019
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We've used Ferris & Culverwell a couple of times now and were highly impressed! Rob Loveridge exceeded all our expectations today by managing to secure a mortgage in principle for us in one meeting! 😁 We couldn't be happier with the outstanding service and customer care. Great to have such a professional company on our doorstep!
