Business ethos

Ferry Financial was formed with the sole purpose of providing the most efficient and beneficial financial planning and investment management services that deliver on our promise of Investing for life.

Our total commitment to this unique concept of Investing for Life essentially means two things:

  • Using our expertise and experience as Certified Financial Planners we will provide you with a highly-personal service that aims to maximise your return for minimum cost and risk, helping you to achieve your short, medium and long-term financial goals, for your chosen life path.
  • Through developing long-term partnerships with you and your family, our aim is to become your advisers for all financial matters. We will coordinate all the necessary elements for you and will direct and manage all of your financial planning, investment and pension matters into the future.

We work exclusively with clients for whom we can provide significant value through our financial planning and investment management services.

In most cases, our clients are wealthy business owners, wealthy or high earning senior executives and professionals, pension scheme and other Trustees.

We only work with clients who are serious about making intelligent decisions concerning financial planning and investments.

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