Name

Atkins Ferrie Wealth Management

Legal name

AFWM Ltd

Website

https://atkinsferriewealthmanagement.co.uk

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Fee-Only Advisory (FSAEAAAL), Business Owner & Executive Financial Planning (FSAEAAAO), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Independent financial advice
• Investment advisory services
• Pension and retirement planning
• Mortgage and equity release advice

Headquarters

HQ city

Helston

HQ country

United Kingdom

HQ region

Europe

Offices7 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Fees: Atkins Ferrie Wealth Management generates revenue through fees for financial advisory services, including investment management, pension planning, estate planning, and other financial planning services. The firm offers tiered service levels (Trevaunance, Prussia, Lulworth, Penberth, Porthgwarra, Teign, Clovelly) with varying levels of monitoring and review frequency.
2. Insurance Commission: The firm receives commission from insurance providers for protection products including life assurance, critical illness cover, income protection, and private medical insurance. For income protection specifically, AFWM states they don't charge a fee for initial consultation and in most cases fees are paid by the insurance provider in the form of commission.
3. Mortgage Advisory Fees: Chris Towell provides independent mortgage advice and equity release services, with the first appointment offered free of charge. The company researches every mortgage product available to the independent market, including those not available on the high street.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Atkins Ferrie Wealth Management is an independent financial advisory firm delivering comprehensive financial planning across six core services: Investments, Mortgages & Equity Release, Pensions, Protection, Estate Planning, and Care Fees Planning. Advice is provided by qualified independent financial advisers through seven regional offices in Devon, Cornwall, Dorset, and Wimbledon, plus UK-wide in-home consultations, with all fund research conducted in-house to ensure recommendations are based purely on merit.

Product overview

Atkins Ferrie Wealth Management is an independent financial advisory firm offering a unified service across multiple financial disciplines. The core offering comprises six service categories (Investments, Mortgages & Equity Release, Pensions, Protection, Estate Planning, and Care Fees Planning) supported by seven distinct service level agreements named after Cornish coves (Trevaunance, Prussia, Lulworth, Penberth, Porthgwarra, Teign, and Clovelly). These service tiers range from entry-level annual review (Trevaunance) to bespoke high net worth service (Teign for £2M+ clients) and include an ethical investment option (Porthgwarra). The firm also publishes Venture Magazine as a quarterly client publication. All services are delivered through a network of seven offices across Devon, Cornwall, Dorset, and Surrey, with advisers conducting in-house fund research.

Differentiator

Problem solved

Functional benefit

Products and services

• Investments Comprehensive investment advisory service covering all forms of investment excluding individual stocks and shares. Includes in-house fund research, asset allocation strategies, and multiple portfolio ranges (Actively Managed, Quantitative, and Multi-Asset Select) for individuals and families.
• Mortgages & Equity Release Independent mortgage advisory service covering residential mortgages, buy-to-let mortgages, holiday home mortgages, and lifetime/equity release products. Led by directly authorised adviser Chris Towell with research across every mortgage product available to the independent market, including products not available on the high street.
• Pensions Retirement planning advisory covering all pension solutions including annuities, flexi-access drawdown, ISAs, property portfolios, Venture Capital Trusts, and Enterprise Investment Schemes for both individuals and businesses.
• Protection Range of protection products including Life Assurance, Critical Illness Cover, Income Protection, Private Medical Insurance, Business Protection, and Inheritance Tax Insurance.
• Estate Planning Inheritance tax planning service covering IHT liability minimisation, gifting strategies, trusts, and Business Property Relief investments.
• Care Fees Planning Long-term care fee planning advisory for individuals requiring care or attorneys acting on their behalf. Covers funding methods including Local Authority funding, cash deposits, investments, Immediate Need Annuities, and Specialist Equity Release.

Quantifiable outcome

• 96% of clients have complete satisfaction with financial advice and services and would recommend AFWM
• +2 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

13 partnerships are on record, tiered minor and core.

• National TrustminorStrategic or Co-development PartnerAFWM works closely with National Trust properties in South Somerset including Barrington Court, Lytes Cary Manor, Tintinhull Garden, and Montacute House.
• Royal Horticultural Society (RHS)coreStrategic or Co-development PartnerAFWM has supported RHS Rosemoor for many years and has extended support to RHS Wisley. They attend events at both locations including Rose Festival, Summer Garden Weekend, Craft & Design Fair, Flower Show, and Autumn Garden Weekend. In 2025, AFWM is a Show Supporter for the Wisley Flower Show.
• Rotary International in Great BritainminorStrategic or Co-development PartnerAFWM supports Rotary International events including the Rotary Regional Conference.
• Jaguar Enthusiasts' Club (JEC)coreGTM or Marketing PartnerAFWM announced a significant long-term sponsorship, advertising, and presenting partner agreement with the Jaguar Enthusiasts' Club. AFWM is a presenting partner of the JEC Summer Jaguar Festival and will provide on-site financial seminars. The JEC has 14,000 members in the UK and overseas. John Waldie and Dan Driscoll were interviewed on the JEC Podcast.
• Sherborne CastleminorStrategic or Co-development PartnerAFWM sponsors the Classic & Supercars Show held at Sherborne Castle, with event sponsorship supporting local charities.
• ChudfestminorStrategic or Co-development PartnerAFWM supports Chudfest Summer Fete and Chudfest Christmas Fayre events in the local community.
• Cornwall Home & Garden ShowminorStrategic or Co-development PartnerAFWM sponsors the Cornwall Home & Garden Show event.
• Sherborne Business AwardsminorStrategic or Co-development PartnerAFWM is a sponsor of the Sherborne Business Awards, specifically sponsoring the Retail Business of the Year category.
• Cornwall Community FoundationminorStrategic or Co-development PartnerThe Cornwall Community Foundation aims to improve lives of isolated, disadvantaged, and vulnerable people in Cornwall. AFWM participates in CCF Business Club networking events, Club Panel meetings, and Professional Advisers Seminars.
• Porter DodsoncoreStrategic or Co-development PartnerAFWM has joined forces with commercial and private law firm Porter Dodson for joint headline sponsorship of the Classic & Supercars Show. Both firms have offices in Sherborne and across the South West, sharing values that put client relationships and service delivery at the forefront.
• Falmouth ClassicscoreGTM or Marketing PartnerAFWM are title sponsors of The Falmouth Classics, a celebration of racing culminating in a spectacular Parade of Classic Boats. Now in its 36th year, it is one of the largest Classic sailing events in the UK.
• Cornwall Garden SocietyminorStrategic or Co-development PartnerAFWM was main sponsor of the Cornwall Garden Society Spring Flower Show at Boconnoc for six consecutive years (2013-2018).
• Agricultural ShowsminorStrategic or Co-development PartnerAFWM sponsors various agricultural shows including Stithians Show, Liskeard Show, Launceston Show, Okehampton Show, Chagford Show, and Honiton Agricultural Show.

Scale indicators5 records

Recent moves3 records

Expansion highlights4 records

Emerging players

• Bestinvest: UK digital investment platform offering managed portfolios and self-directed investing. Comparable investment management focus, but serves a more price-sensitive mass-affluent client and competes indirectly for AFWM's entry tier.
• WEALTH at group (e.g., Kingswood, Fairstone): UK-acquisitive IFA consolidator that aggregates regional financial advisers under one umbrella. Highly comparable in client base and propositions, but asset-light and roll-up in nature; potential acquirer of AFWM.

Direct peers

• JM Finn: UK private investment management and wealth advisory firm serving HNW individuals and families. Comparable multi-boutique model, fee-based discretionary and advisory services, and capacity-level similarity.
• Brown Shipley: UK private wealth manager specializing in investment management, financial planning, and advice for HNW clients. Similar fee-based, regionally rooted advice model with a comparable multi-service offering (investments, pensions, mortgages).
• Sanlam UK (formerly Sanlam Private Wealth): UK wealth manager offering investment management and financial planning through regional adviser offices. Strong geographic and model comp to AFWM, particularly around face-to-face HNW advice.

Broad incumbents

• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform, offering funds, shares, pensions, and advice. Comparable investment and pension offerings, but platform-led rather than local face-to-face advice.
• Evelyn Partners (formerly Tilney): UK private wealth manager offering investment management, financial planning, and tax advice across multiple offices. Comparable on service breadth and HNW focus, but national and significantly larger.
• St. James's Place: One of the UK's largest wealth management networks, providing face-to-face financial advice through a national adviser base. Highly comparable to AFWM's holistic advisory model, but operates at vastly greater scale and with a captive product range.
• Quilter (formerly Old Mutual Wealth): UK wealth manager and platform provider serving advised clients through a network of financial advisers. Directly comparable business model, with platform and adviser services competing with AFWM's proposition.
• Rathbones Group: UK-listed wealth manager offering portfolio management and financial planning for individuals, charities, and trustees. Closely comparable on investment advisory and discretionary services, with national scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/AtkinsFerrieWealthManagementLTD
• LinkedInlinkedin.com/company/atkins-ferrie-wealth-management
• Instagraminstagram.com/atkinsferriewealthmanagement
• Xx.com/AFWMLtd

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Atkins Ferrie Wealth Management