Guide to Wealth Management
PO Box 516
All round sound advice with great forward planning.
Ryan Lewis, Director
Right Formula Ltd
Although it is essential to have the required foundations in place, it is also critical to manage what wealth you have and strive to make your hard earned money achieve your future aspirations.
At FWM we believe in engaging with you to help mould the plan that may be for your mortgage repayment, your school fees, your retirement plan or simply a general investment.
Too often people lose interest in this area, however our aim is make you an integral part of the process, a stakeholder in your own destiny. With our joint efforts we will help deliver your goals and aspirations, most of all we will always endeavour to understand you.
Risk Profiling Psychometric testing is used to help us evaluate your thoughts on investing. But we don’t just rely on this, it merely forms the background. It allows us to illustrate how we would interpret the data and therefore to assess the appropriateness of a strategy.
One of our core beliefs is adaptability, we will endeavour to find you suitable investment products that have unrivalled levels of fund options so that our selection is not constrained by limited choice.
Choice does not necessarily mean complexity, by using the latest technology we can deliver administrative “wrappers” that allow us to ascertain your complete investment overview whether you have pensions, ISA’s Unit Trusts or Onshore/Offshore investment bonds.
Needless to say we can assist and advise you in all the multi disciplines i.e. Unit Trusts/ISA’s/Retirement Planning/Investment bonds. Our key is to understand you and realise where you want to go and what you want to achieve. Upon this understanding we will construct the most suitable options available.
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:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
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.
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.