What our clients say

David advised me on consolidating my defined benefit and defined contribution pensions into one fund. It was a very complicated technical exercise which David guided me through with the utmost professionalism and integrity. He dealt with all the parties and kept me informed along the way including explaining deeply technical issues in a straightforward, understandable manner. I have no hesitation in recommending David.

Mark H

David manages my investments in a pension fund which is not my area of expertise, it's extremely reassuring to have found a financial advisor I can trust implicitly. I find David extremely approachable, knowledgeable and completely up to date with all the complexities that surround pensions and investments. As he says, 'no question is a stupid question', I feel completely at ease to ask him anything or express any concerns I might have. I always come away from my annual review feeling informed and reassured that my investments are in the best possible hands. David's office is a welcome beacon, relaxing and he makes a great cup of coffee!

Janey G

David has managed our financial affairs and investments for many years and we could not have chosen a better independent financial advisor. He is always available to answer our questions or give advice and we come away from our annual meeting knowing our investments are in safe hands. We cannot recommend Ferry Financial highly enough.

Mick M

David has been our financial advisor for 15 years and we have always been very pleased with his handling of our finances. He is always at the other end of the phone when we need him. I have no hesitation in recommending Ferry Financial.

Denise M

David has managed my investments for a number of years. The advice given by David is always clear, concise and understandable. He has a in-depth knowledge around the complexities of pension management and is happy to spend time talking through different scenarios. David is always available to answer any questions I may have and I come away from our discussions with a clear understanding of my options moving forward. As well as his technical expertise David is just a nice person to do business with and that makes a big difference in my book. I would be certainly be happy to recommend David to any of my friends or colleagues.

Kevin L

David helped us to consolidate our various pensions into SIPPs so we now have a greater understanding of how much we have in our retirement funds. David offers a first class service – he is always readily available to talk and deals with our requirements promptly and efficiency. It is very refreshing to have a personal service which is sadly lacking in the current culture of call centres. We have known David for over 12 years and we highly recommend him as a trusted Advisor.

Brendan and Jayne B

Investment Strategy Quarterly – April 2017

Date Published:11/04/2017

We are pleased to bring you another UK edition of Investment Strategy Quarterly

This edition contains economic insight and portfolio advice from leading Raymond James Analysts, including:

Investment Strategy Committee Recap
Brexit: The Timetable for the Next Two Years… and Beyond – Chris Bailey, European Strategist, Raymond James Euro Equities
2017 Themes to Watch – J. Michael Gibbs, Managing Director of Equity Portfolio & Technical Strategy, Joey Madere, Senior Portfolio Analyst, Equity Portfolio & Technical Strategy, and Scott J. Brown, Ph.D., Chief Economist, Equity Research
Global Uncertainty: A Balanced Perspective for Worldwide Concerns – Chris Bailey, European Strategist, Raymond James Euro Equities
US Equities: The Trump Effect? – Andrew Adams, CMT, Senior Research Associate, Equity Research
Q&A: Confidence, Policy Normalisation and the Importance of Free Trade – Scott J. Brown, Ph.D., Chief Economist, Equity Research
Can the Emerging Markets Remain Hot for the Rest of 2017 – Chris Bailey, European Strategist, Raymond James Euro Equities
Inflation: Is it Back? – Chris Bailey, European Strategist, Raymond James Euro Equities

We hope you enjoy this quarter’s edition. Click below to download

Investment Strategy Quarterly – April 2017