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 2016

Date Published:13/04/2016
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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:

The UK’s upcoming European referendum – ‘remain’ or ‘leave’? – Chris Bailey, European Strategist, Raymond James Euro Equities
Asset allocation: part art, part science – Nick Lacy, CFA, Chief Portfolio Strategist, Asset Management Services, Kirstin Byrnes, Committee Vice-Chair, Product Strategy Analyst, Wealth, Retirement & Portfolio Solutions
Active versus passive – what does the future hold? – Chris Bailey, European Strategist, Raymond James Euro Equities
Emerging markets – hero or zero for the rest of the year? – Chris Bailey, European Strategist, Raymond James Euro Equities
The Fed’s dilemma: Normalisation without the markets’ permission? – James Camp, CFA, Managing Director of Fixed Income, Eagle Asset Management
Q&A – Committee insight on relevant investment issues

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

Investment Strategy Quarterly – April 2016