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

Money makeovers

Date Published:13/03/2008
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We are running our own series of money makeovers with local experts in financial planning, law and tax. A detailed report will be provided to the makeover subject that will help them to decide what they need to do in order to improve their investment returns or work out why and how much they should invest, ensure they pay as little tax as possible and also ensure that they have all of their legal affairs in order.

An amount of basic information will need to be provided to the experts. The information will vary from one makeover subject to another as the questions may differ.

Initially, the information that needs to be provided will concern basic facts and figures along with a summary of objectives or the issue causing concern.

The objectives or the issue causing concern may mean that additional information needs to be provided to the experts.

The report that is to be provided will not legally be able to provide full advice. However, the intention is that the report will provide sufficient information for the makeover subject to go to their chosen professional advisers armed with one possible solution. They will need to decide how to proceed after advice from their advisers.

The makeover will be anonymous and this is merely an exstract of a much longer report. The extracts will be chosen as they are likely to be of interest to others of you who may have similar concerns or objectives.

The first Stratfordian looking for a makeover has been selected. The topics to be considered are property ownership, Wills, how not to pay a Capital Gains Tax bill (legally of course!) and retirement planning to ensure that sufficient income is available to ensure financial independence can continue when employment ceases.

I am confident that there will be a number of other Stratfordians with similar concerns.

We will look at the right way to deal with these matters and also some strategies that really should be avoided if at all possible.

The extract of the report to ‘Leigh’, our fellow Stratfordian will be available for all to read soon.

I would urge Stratfordians not to be shy, please come forward with your questions and concerns.

You will receive the benefit of a free makeover. This type of service often costs a significant sum of hard earned cash!

In order to become a makeover subject, you will need to phone 01789 204626 or email david.ferry@ferryfinancial.com to discuss your questions and concerns.

Finally, by the time Stratfordians are reading this, we will know the Budget announcements.

Let’s all ensure that we are well placed to take best advantage of the changes.