“It is my aim to provide a personalised, sound, transparent, robust financial planning service”
Ferguson Wealth Management was founded by Graeme Ferguson in 2011.
Graeme started his career in Financial Services in 1996 by specialising in planning for Doctors and Dentists with Medical Sickness Society and the BMA Services.
From this specialised area, Graeme moved in 2001 to John Charcol, the mortgage broker. His role was to help John Charcol develop their ability to provide Independent Advice in Investment & Pension disciplines. At the same time he also gained invaluable training in mortgage broking.
Graeme held many roles at John Charcol, and eventually was promoted to the Branch Director role running John Charcol’s very successful Corporate & Executive Department in 2006.
Prior to setting up Ferguson Wealth Management, Graeme continued to run his Practice under the Lansdown Place Financial Management operation.
Ferguson Wealth Management has been born out of the belief that clients require an end to end, unrestricted level of advice, whereby a relationship survives the test of time and is also able to jump generations.
Graeme prides himself on the fact that his practice has embryonically grown simply by recommendations from his existing clients.
Alternative Dispute Resolution Directive
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
Registered in England No.07384266. Registered Address: 46 Beaconsfield Road, Epsom, Surrey, United Kingdom, KT18 6HE. Ferguson Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
Mortgage Advice Fees
There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £750
Your home may be repossessed if you do not keep up repayments on your mortgage. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at consumers in the UK. Further consumer information is available from the Financial Conduct Authority via the following link www.moneyadviceservice.org.uk/en
The value of your investment can go down as well as up and you may get back less than you have invested.