Financial Planning

Whitechurch Securities offer a full independent financial planning service. We have a highly experienced team of fully qualified consultants who cover the whole of the United Kingdom, and are committed to providing impartial independent financial advice.

All recommendations made by our consultants are drawn from the recommended lists constructed by the research department at head office. While we are very much an investment-led IFA, we can offer expert advice on a wide range of areas of personal finance. The following points offer an insight into why we feel you would benefit from using our services.

• Personally Tailored Financial Reports. Each report we construct will be tailored towards each individual clients circumstances. We will take great care to find out about your personal objectives, taking into account important considerations such as your attitude to risk, financial obligations and tax status before providing a final report.
• Suitable Investments. Our investment consultants and research team at head office are constantly monitoring the whole spectrum of investments, as well as keeping up to date with any new and innovative investment products coming to the market. This allows us to provide the very best investment advice.
• Investment Portfolio Appraisal. We will be happy to look at your current portfolio of investments and provide an independent assessment of their quality. We specialise in ISAs, PEPs, unit trusts, OEICs and investment trusts.

Whilst we are traditionally recognised for our expertise in the field of investment research and advice, we are also dedicated to providing expert advice in a wide range of other areas to help you with your personal financial planning. Below are just a few of the areas where we can help:

• Life assurance
• Pensions
• Offshore Investments
• Income Protection
• Critical Illness Cover
• With Profit and Distribution Bonds
• Annuities
• Best savings rates from Banks and Building Society accounts
• Maintaining Quality. To ensure our advice remains of the highest standard, we are dedicated to the training and continual professional development of our investment consultants and all our staff based at head office. This ensures they are up to date with all the latest developments to provide an efficient service.