Our Services
We provide expert financial solutions, including wealth management, financial planning, and retirement advice, to help secure your financial future.
Wealth Management
Investing money involves balancing risk and reward. At Price Ferguson, we help clients assess their risk appetite and design a portfolio that reflects their comfort level. As people’s attitudes toward risk change over time, we provide regular reviews to ensure that the portfolio continues to meet their needs. Additionally, we prioritize tax efficiency in all investment strategies.
Retirement Planning
Retirement planning has changed, with many people living longer and having multiple jobs during their careers. At Price Ferguson, we help clients assess their retirement income situation and design strategies to bridge any funding gaps. Our goal is to ensure that clients can maintain their lifestyle and financial security in retirement.
Financial Planning
Our financial planning service helps clients secure their future by creating a roadmap that covers all aspects of their financial life. Whether it’s saving for a home, preparing for retirement, or ensuring their assets are protected, we develop customized strategies to achieve their long-term financial goals.
Taxation
Tax planning is a key aspect of wealth management. Price Ferguson helps clients navigate complex tax laws, including Income Tax, Capital Gains Tax, and Inheritance Tax, by identifying tax relief opportunities. Our strategies are designed to minimize tax liabilities and make the most of available reliefs, ultimately reducing the overall tax burden.
Inheritance Tax Planning
Inheritance tax planning is essential for those who wish to protect their estate for future generations. At Price Ferguson, we work with clients to minimize inheritance tax liabilities through tax-efficient strategies, ensuring that their wealth is passed on as intended.
Investments Planning
We help clients design an investment strategy that aligns with their financial objectives. Whether it’s growth, income, or a combination of both, we craft a tailored investment plan that takes into account their risk tolerance, financial goals, and time horizon.
Financial Restructuring Services
Financial restructuring is key to long-term success. We help clients reorganize their finances by managing debt, improving cash flow, and optimizing their financial plans. Our goal is to ensure everything aligns with their goals, even in changing market conditions.
Financial Consultancy
Our financial consultancy service provides expert guidance on a range of financial matters. Whether clients need help with specific financial decisions or require ongoing support to manage their finances, we provide the insights and advice needed to make confident financial choices.
Success Stories from Our Clients
I have used the services of Price Ferguson since 2003. Throughout this time the practice has helped me enormously with a wide range of financial matters. Michael Price is a highly competent professional, is very attentive, and has the ability to provide sound, practical advice which is easily understood. I would have no hesitation whatsoever in recommending Price Ferguson as an IFA to others.
Jeff
A high quality and friendly service, starting with a comprehensive review of my financial options followed by first class implementation of the recommendations. I would not hesitate to recommend Price Ferguson Farnham to anyone seeking expert financial planning advice.
D Williams
Working with Jon to arrange my future financial planning has been great. He’s extremely professional, knowledgeable and made some important suggestions and investments which I wouldn’t have done without his expertise. I would highly recommend Jon if you are interested in a personalised approach to financial planning. The Pros and cons of each type of investment and other options have been fully explained. I’ve had my first annual review and my investments have grown by 16%, which is better than I expected and above market average. Thanks Jon.
kate Dawson
Jon Williams has invested money for me for over 3 years . He advises me on everything financial and is always helpful, thorough, insightful and charming.
I am so pleased I chose Jon because he takes care of everything in such an efficient, professional way. He goes the extra mile. He is an excellent financial adviser whom I trust implicitly with my money and whose company I enjoy!
Pamela Silver
I began by using Jon
for investment, pensions and estate planning and now recommend him to all my friends. The service he and his firm provides is personalised, responsive and leaves you re-assured that your family wealth is being actively looked after for the long term.
Andrew Evans
Schedule Your Consultation Today
Take the first step towards securing your financial future. Book a consultation with our expert advisers today!
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Free Call: 01252 235 875