Driving forward with Ferry Financial?

Date Published:07/03/2012
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A West Midlands financial planning and discretionary investment portfolio Management Company, has moved from Stratford-upon-Avon into new office accommodation in Birmingham’s financial district.

David Ferry (47) was driven to set up Ferry Financial in 2007 because he knew he could provide clients with a level of service and strategy that was not readily available elsewhere. In under five years, his business has gone from strength to strength and this month (March 2012), the company relocated to 898 sq ft of boutique office accommodation at the newly developed Livery Place, Livery Street.

Ferry Financial provides a highly personalised service that maximises investors’ returns for minimum cost and risk. This helps clients achieve their short, medium and long-term financial goals and lifestyle objectives.

David belongs to a small elite group of only a few hundred advisors in the UK who are qualified Certified Financial Planners. Unusually, he also has the qualifications and authority to manage client portfolios on a discretionary basis.

He has more than 25 years of practical advisory experience and for many years he worked as an investment adviser and then investment manager with professional service companies such as Ernst & Young and BDO Stoy Hayward.

David says: “The larger the organisation, the greater the possibility of clients not being the number one priority. Clients want an enduring relationship with someone they can trust. The recent furore surrounding the comments made by the former Goldman Sachs employee, who claimed clients were branded as “muppets”, highlights this kind of problem. Achieving clients’ objectives involves expertise and judgement, but behind what we do is a simple formula – we create smart financial plans which help clients live the life they want.”

David continues: “Livery Place provides an excellent, high spec, central Birmingham location for us to work with our professional partners and clients from around the UK and overseas. We are looking forward to welcoming clients into our fantastic new offices in the Colmore Business District.”

When not working for his clients, David Ferry is a historic motor sport racer. He explains: “I’ve been a fan of historic motorsport for years but didn’t start racing myself till relatively recently. A good friend runs a classic race car support business, and in 2009, we both decided to pool our resources and give it a go. It’s been a fantastic experience and many of my clients have enjoyed coming along to race days.”

Since then, he’s already competed at numerous race circuits around the UK and Europe and has recently bought the rusty remains of a 1954 Austin Healey 100 which he intends to restore to its former glory.

He says: “On the surface, restoring and racing classic cars could be seen as the opposite of managing clients’ finances, as in a race you are clearly putting yourself in a risky position. But actually, racing is very much a calculated risk. It’s about totally understanding the risk, getting the best return for that risk and avoiding unnecessary risks. Much of what goes on to prepare a car for a race, is exactly how we approach our clients’ finances with meticulous attention to detail and careful planning.”