As an independent financial adviser, with many years of experience, we are the perfect solution for personal independent financial advice in London, Surrey and the surrounding areas. Here at Ferguson Wealth Management, our belief surrounds the principals of both wealth preservation and wealth creation. Ferguson Wealth Management is an Independent Financial Adviser available to give independent financial advice in London and Surrey, on a range of mortgages, pensions and investments as well as general financial advice.
We believe in working with you to help mould the plans for all of your financial planning from mortgage repayments, school fees, your retirement plan or simply a general investment. True financial principles must cater for the pitfalls as well as the gains and having a protection infrastructure is as essential as having a sound risk profile for your Investments.
These financial principles change throughout your life, and therefore an understanding of lifecycle planning is crucial so that your plan can adapt to unavoidable changes.
We believe in working with you to help mould the plans for all of your financial planning from mortgage repayments, school fees, your retirement plan or simply a general investment. True financial principles must cater for the pitfalls as well as the gains and having a protection infrastructure is as essential as having a sound risk profile for your Investments.
These financial principles change throughout your life, and therefore an understanding of lifecycle planning is crucial so that your plan can adapt to unavoidable changes.
Services
Graeme started his career in Financial Services in 1996 by specialising in planning for Doctors and Dentists with Medical Sickness Society and the BMA Services.
From this specialised area, Graeme moved in 2001 to John Charcol, the mortgage broker.
His role was to help John Charcol develop their ability to provide Independent Advice in Investment & Pension disciplines.
At the same time he also gained invaluable training in mortgage broking.
Graeme held many roles at John Charcol, and eventually was promoted to the Branch Director role running John Charcol's very successful Corporate & Executive Department in 2006.
From this specialised area, Graeme moved in 2001 to John Charcol, the mortgage broker.
His role was to help John Charcol develop their ability to provide Independent Advice in Investment & Pension disciplines.
At the same time he also gained invaluable training in mortgage broking.
Graeme held many roles at John Charcol, and eventually was promoted to the Branch Director role running John Charcol's very successful Corporate & Executive Department in 2006.
Although it is essential to have the required foundations in place, it is also critical to manage what wealth you have and strive to make your hard earned money achieve your future aspirations.
At FWM we believe in engaging with you to help mould the plan that may be for your mortgage repayment, your school fees, your retirement plan or simply a general investment.
Too often people lose interest in this area, however our aim is make you an integral part of the process, a stakeholder in your own destiny.
At FWM we believe in engaging with you to help mould the plan that may be for your mortgage repayment, your school fees, your retirement plan or simply a general investment.
Too often people lose interest in this area, however our aim is make you an integral part of the process, a stakeholder in your own destiny.
Our objective will be to help you mitigate your position as efficiently as possible, so that your current wealth or potential future wealth will not be easily lost due to areas like Inheritance tax, poor/diminishing health or premature death.
The right professional financial advice can give you the freedom to live life on your terms, and key to this is safeguarding your financial security by making sure you have adequate protection in place to care for the people and things that matter.
We aim to understand your objectives and wishes and deliver a product that satisfies these wants.
The right professional financial advice can give you the freedom to live life on your terms, and key to this is safeguarding your financial security by making sure you have adequate protection in place to care for the people and things that matter.
We aim to understand your objectives and wishes and deliver a product that satisfies these wants.
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