Whitechurch Financial Consultants offer a full financial planning service encompassing wealth management, retirement planning, long term care planning, inheritance tax planning and mitigation, and protection assessment and implementation.

We work with private clients – their needs may be simple and straightforward; highly complex or somewhere between the two. We have different advice services, ranging from those designed for individuals and families just starting out on their saving and investment journey, to those who have accumulated significant personal or business wealth and whose personal circumstances are consequently more complex.

Our advice process will mostly follow this structure:

1. Initial meeting 
2. Fact Find / Data Gathering 
3. Analysis, Research and Recommendations
4. Present Recommendations 
5. Implementation 
6. Forward Planning Service