Company Information

Get to know Atkins Ferrie Wealth Management

Established in January 2011, Atkins Ferrie Wealth Management is an independent financial advisory firm that has grown to become a significant presence in the South West of England. As Chartered Financial Planners, they are committed to providing high-quality, professional, and impartial advice on all aspects of financial planning, including investments, pensions, mortgages, and inheritance tax planning. Their mission is to help clients achieve their financial goals through personalised strategies and long-term relationship management.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Atkins Ferrie Wealth Management

United Kingdom

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.