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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

Author Archives: David Ferry

1. Investment Strategy Quarterly – April 2019

   8th April 2019 12:07 pm Leave a Comment

   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:

   • Searching for a Brexit Compromise
   • Europe: I Want to Believe
   • Making Sense of Noisy Economic Data
   • Optimism, Pessimism and Today’s Bond Markets
   • Washington Policy Update
   • What’s on the Cards for Oil?

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

   Investment Strategy Quarterly – April 2019

2. Investment Strategy Quarterly – January 2019

   10th January 2019 12:18 pm Leave a Comment

   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:

   • Should investors be afraid of populism?
   • Outlook for the UK Financial Markets in 2019: Is it all about Brexit?
   • If the world steps away from a trade war, can Europe and the emerging markets step up?
   • 2019 Energy Outlook

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

   Investment Strategy Quarterly – January 2019

3. Monthly Market Commentary

   3rd December 2018 5:07 pm Leave a Comment

    

   In the latest edition of our Monthly Market Commentary: It is good to talk, Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets as we approach the start of a new year.

   We hope you enjoy reading this article. Click below to download

   It is good to talk

    

    

    

4. Monthly Market Commentary

   6th November 2018 9:36 am Leave a Comment

   Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets as we approach the end of the year, in the latest edition of our Monthly Market Commentary – After the Flood
   We hope you enjoy reading this article. Click below to download

   After the Flood

5. Budget newsletter – October 2018

   31st October 2018 2:50 pm Leave a Comment

   Philip Hammond delivered the Budget on 29 October 2018. The newsletter you can download below will guide you through the Budget Statement, highlighting the key changes and planning opportunities that the Chancellor’s changes present.

   We hope you find this information useful.

   Please contact us should you wish to discuss any of these changes and opportunities.

   Click below to download

   Budget Newsletter Autumn Statement October 2018

6. Investment Strategy Quarterly – October 2018

   9th October 2018 9:55 am Leave a Comment

   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:

   • Trade Wars: Should you pick a side?
   • Can a Brexit compromise really happen?
   • Is Inflation coming back?

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

   Investment Strategy Quarterly – October 2018

7. Monthly Market Commentary

   4th September 2018 1:01 pm Leave a Comment

   Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets post-summer holidays, in the latest edition of our Monthly Market Commentary – Back to School
   We hope you enjoy reading this article. Click below to download

   Back to School

8. Investment Strategy Quarterly – July 2018

   9th July 2018 11:33 am Leave a Comment

   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:

   • US Economic Outlook
   • Is the Eurozone in crisis?
   • Oil Price Analysis
   • UK Investment Outlook

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

   Investment Strategy Quarterly – July 2018

9. Monthly Market Commentary

   4th June 2018 11:44 am Leave a Comment

   Raymond James’ European Strategist Chris Bailey reviews the events that have shaped the previous month and gives his analysis of what may lie ahead for financial markets, in the latest edition of our Monthly Market Commentary – Decisions, decisions

    
   We hope you enjoy reading this article. Click below to download

   Decisions, decisions

10. Monthly Market Commentary

    2nd May 2018 2:01 pm Leave a Comment

    Raymond James’ European Strategist Chris Bailey reviews the events that have shaped the previous month and gives his analysis of what may lie ahead for financial markets, in the latest edition of our Monthly Market Commentary – May Day or ‘mayday’?

     
    We hope you enjoy reading this article. Click below to download

    May Day or ‘mayday’?