Join us in welcoming new members, Atkins Ferrie Wealth Management to their new office at 86 Cheap Street, Sherborne. Founded in January 2011, with the aim of offering the very highest ethical principles and best service standards of any Independent Financial Adviser in the UK. We are experts in many aspects of financial planning, including – but not limited to – investments, pensions, mortgages and various forms of tax mitigation. We provide completely impartial advice, unique to each individual.
Along with Independent Financial Adviser Oliver Walker, Sherborne will have two further new staff, Tabitha Bland, who joins as Trainee Independent Financial Adviser. Arran Sawyer then completes the team, joining in August following completion of his Economics degree, and will be a further Trainee Independent Financial Adviser.
Oliver and his team enjoy seeing the positive financial impact that good work can have for their clients, allowing them to improve their quality of life. They are looking forward to building a good client base in Sherborne that will be able to rely on them to help accomplish their personal financial goals.
The team also plan to uphold the company mission statement by investing time and resources in supporting the community and working in partnership with local charities. Watch this space for more information.
For a free initial consultation, we can be reached on 01935 317707, or you are welcome to call in and see us, our office is open Monday to Friday 9am to 5pm.