IFA shows ethical credentials

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A Cornish independent financial advice company has been awarded an Ethics Mark from the Ethics Foundation.

The Atkins Ferrie Wealth Management team (l-r): Christine Bolitho, John Waldie, Alison Curtis, Ronnie Williams

Atkins Ferrie Wealth Management, which recently relocated to new offices in Helston, becomes only the second IFA in Britain to receive such recognition.

To gain the accolade, customers were asked to rate the company across a number of categories. A score of 70% or above was needed to qualify, but the firm brought in almost full marks in each section with scores of between 96% and 100%.

Atkins Ferrie Wealth Management was set up by MD John Waldie in January 2011 and offers a wide range of financial advice.