Business Details
Your Trusted Partner for Financial Planning Solutions
Ferry Financial was established with a clear mission: to deliver efficient and beneficial financial planning and investment management services rooted in the principle of 'Investing for Life'. Our approach combines decades of industry expertise with rigorous, evidence-based strategies to help clients navigate complex financial landscapes. As Certified Financial Planners with over 30 years of practical experience, we specialise in creating tailored solutions that maximise returns while minimising risk and costs. Our commitment to long-term partnerships ensures clients receive coordinated advice across all financial matters, from pension consolidation to tax-efficient investing.Backed by Raymond James' global resources and regulatory oversight from the Financial Conduct Authority, we prioritise transparency, ethical practices, and continuous client education. Client testimonials consistently highlight our ability to transform financial uncertainty into structured pathways for success, supported by quarterly reviews and proactive portfolio management. This combination of personal service and institutional strength positions us as trusted stewards of our clients' financial futures.
Services
Financial Planning
Investment Strategy
Ongoing Services
Three Factor Model
Modern Portfolio Theory
Risk Profiling
Tax-Efficient Investing
Pension Consolidation
Highlights and features
- We offer 30+ years of experience in financial planning with Certified Financial Planners
- Personalised service combining global resources with local market understanding
- Specialised expertise in pension consolidation and tax-efficient investment strategies
- Proven methodologies including Three Factor Model and Modern Portfolio Theory
- Quarterly portfolio reviews with risk management aligned to client objectives
Associations and certifications
- Financial Conduct Authority
What people say
First class service
Trusted adviser
Knowledgeable professionals
Personalised approach
Reliable long-term partner
Services
Financial Planning
Our financial planning service creates structured pathways for achieving life goals through comprehensive wealth management strategies. We specialise in integrating pension consolidation, tax efficiency, and risk management tailored to high-net-worth individuals and trustees. With Certified Financial Planners guiding every decision, clients benefit from 30+ years of practical experience combined with cutting-edge investment models to optimise long-term outcomes.
Investment Strategy
We implement evidence-based investment strategies including the Three Factor Model and Modern Portfolio Theory to maximise returns while controlling risk. Our approach eliminates speculative stock picking in favour of diversified, globally balanced portfolios that capture market returns efficiently. This disciplined methodology has successfully managed over 17.9 billion in client assets through various market cycles.
Ongoing Services
Our comprehensive ongoing services include quarterly portfolio reviews, tax-efficient investment opportunities, and regular client meetings to adapt strategies to changing circumstances. We provide continuous portfolio rebalancing, market commentary, and coordinated advice across all financial matters, ensuring investments remain aligned with evolving personal and financial objectives.
Three Factor Model
This advanced investment strategy captures three distinct market factors - equity vs fixed income, company size, and value vs growth stocks - without active stock picking. By systematically harvesting these proven return drivers, we construct diversified portfolios that have historically outperformed traditional approaches while maintaining lower costs and reduced risk.
Risk Profiling
We employ FinaMetrica's sophisticated psychometric assessment to precisely measure clients' risk tolerance and capacity. This 25-question evaluation ensures portfolio construction aligns perfectly with individual comfort levels while maintaining appropriate exposure to capture market returns. The process eliminates emotional decision-making through objective, data-driven asset allocation.
People
David Ferry
Chartered Wealth Manager
Certified Financial Planner with over 30 years' experience, previously with Ernst & Young and BDO Stoy Hayward. Holds discretionary portfolio management authority and has received industry recognition for professional excellence. Specialises in complex pension consolidation and tax-efficient investment strategies for high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering pension consolidation, tax-efficient investing, and long-term wealth strategies tailored to individual life goals.
How do you manage investment risk?
We use proven models like the Three Factor Portfolio and Modern Portfolio Theory to optimise diversification while maintaining alignment with your risk profile.
What makes your investment approach different?
Our evidence-based strategies eliminate speculative stock picking in favour of systematic, globally diversified portfolios that capture market returns efficiently.
How are portfolios monitored?
We provide quarterly reviews, regular rebalancing, and ongoing adjustments to ensure investments remain aligned with your evolving objectives.
What client support do you provide?
Clients receive dedicated support including annual meetings, quarterly reports, and direct access to their wealth manager for timely advice.
How are fees structured?
Our transparent fee structure reflects the complexity of your financial situation and the level of ongoing service required.
Videos
