Why choose Whitechurch Securities?

When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.

Whitechurch Securities Limited was formed in 1982 and the company has since grown into one of the most highly regarded wealth management boutiques in the country. Whitechurch has a well-respected Investment Management Team and an efficient and helpful Administration Department based at the Bristol head office.

Whitechurch specialises in wealth management, providing investment solutions tailored to your individual requirements. The benefits of having your investments professionally managed on a day to day basis is to enhance returns and provide peace of mind that your portfolio is tailored to your personal objectives and risk profile.

The emphasis of our Wealth Management Services is to provide you with investment portfolios that are driven by high quality investment research, sophisticated risk management and efficient administration.

 

Discretionary Management Service

Our Discretionary Management Services provide the opportunity for personal wealth to be managed, via a financial adviser, by our fully qualified investment team who will take full responsibility for the construction, active management and administration of your investment portfolio.

Familiarity

Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios. At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.

Ethical Investment Solutions

We are seeing increasing interest in Ethical and Sustainable & Responsible Investment (SRI) from clients and many advisers as well as growing media interest in such issues which both reflect and stimulate public interest. We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.

What our clients say

"My clients' money never sleeps, it's a living item that needs daily care and attention, and Whitechurch provides this service. To be trusted by clients in providing investment advice is one of the greatest honors given to me as a Financial Adviser, and with this I need a team who is completely focused on the clients' needs and objectives; I feel Whitechurch has my clients' at the centre of every move and provides a safe pair of hands in these changing times."

Mr PF - Somerset

"Our Company has over 50 years of Investment expertise, 8 years ago we realised we required the expertise of a Discretionary Investment Company, partly due to the complexity of market conditions and a more sophisticated client base. We undertook detailed research to ensure we made the right choice of Discretionary Management for our clients. We chose Whitechurch Securities Ltd and following a 5 year successful relationship with them, we would be happy to recommend their services without hesitation to any client needing discretionary investment management."

Mr CM & Mr PB - Derby

“As well as providing an excellent Discretionary Fund Management risk based proposition, that fits in perfectly with our own advice model, I have found Whitechurch to be one of the most friendly, accessible and efficient companies that I have dealt with in 23 years of advising.”

Mr PK - Cornwall

"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."

Mr TS - Nottingham

Latest news

Whitechurch Investment Update: Market Commentary - October 2024

October saw a continuation of the volatility witnessed in Q3, as uncertainty surrounding the trajectory of inflation and interest rate policy in the US ramped up. There were low single-digit losses for many major asset classes, with risk assets chief among those giving up some of their year-to-date gains. That said, sterling returns of overseas markets fared better as a result of currency movements throughout the month....

Whitechurch Investment Update: Market Commentary - October 2024

October saw a continuation of the volatility witnessed in Q3, as uncertainty surrounding the trajectory of inflation and interest rate policy in the US ramped up. There were low single-digit losses for many major asset classes, with risk assets chief among those giving up some of their year-to-date gains. That said, sterling returns of overseas markets fared better as a result of currency movements throughout the month....

Quarterly Review - Q3 2024

After a relatively benign first half of 2024, Q3 saw a sharp increase in volatility and a change in market leadership, as US large caps gave up ground to other, less heavily owned parts of the global stock market, including the UK and China. Despite the sharp drawdown in early August, all markets outside of the US finished the quarter in positive territory, reminding investors that in times of volatility, often the best course of action is to take no action at all....

Get in Touch

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Opening Hours

Standard Opening Hours:

Monday: 9.00am - 5.00pm

Tuesday: 9.00am - 5.00pm

Wednesday: 9.00am - 5.00pm

Thursday: 9.00am - 5.00pm

Friday: 9.00am - 5.00pm

Saturday: CLOSED

Sunday: CLOSED