Established in 1982, Whitechurch Securities is a highly regarded Wealth Management Boutique.
At Whitechurch we work closely with financial advisers to provide investment services to a broad spectrum of private clients.
Our service is provided by our award-winning investment team, an efficient and helpful administration team and a team of highly experienced investment consultants. From our head office in Bristol, we place great emphasis on providing a truly personal and professional wealth management service to advisers and their clients across the UK and abroad.
Gavin Haynes, Managing Director, and Ben Willis, Head of Research, were interviewed by Money Marketing for The UK Edge - an online community aimed at financial professionals.
Watch the video to hear their insight on
· How investors can inflation-proof their portfolios
· The best opportunities in UK equities
· Portfolio changes as a result of the EU referendum
· Pension freedoms and best opportunities for income
· Key discussions for investments in 2017
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I have found Whitechurch very popular with my clients and very easy to use, with excellent sales and back office support. Everyone at Whitechurch I have had contact with is not only professional and 'gets on with the job', but cheerful. It is obviously a happy office, staffed with people who not only know what they're doing, but happy to be doing it. What a refreshing change.