If you would like to know how much you could receive for selling the whole or part of your advisory business to Whitechurch Securities Ltd, please fill in the information below. 

We will not share your contact details with any other organisation. We reserve the right to seek further details or remove subscriptions that we feel are of questionable origin.

Please note: Your information will be treated in the strictest confidence. We will contact you with an estimated range in which we could make an offer. However, this is only an estimation based on the information provided and does not constitute an offer. A more detailed Fact Find will be required for Whitechurch Securities Ltd and further discussions will be required before any formal offer is made. If you would like a more accurate estimate please email lauren.seager@whitechurch.co.uk for further information.

I am a * Please select Sole Trader Limited Company

I would like to sell * Please select my whole business my client bank only

Total Funds Under Management Being Sold *

Latest Accounts Recurring Income *

Pre-Coronavirus Recurring Income (Previous Accounts) *

Number of Clients *

Average Client Age * 18 - 30 30 - 50 50 - 60 70+

I have advised on one or more Defined Benefit Transfers in the last five years * Yes No

Title: Please select Miss Mrs Ms Mr

First Name:

Last Name:

Job Title:

Organisation:

Email Address: *

Contact Number

Organisation address postcode: *

I would like to receive promotional emails about Whitechurch Securities Ltd latest offers and information regarding their Adviser Retirement Options Yes No

Whitechurch Securities Limited is a data controller registered with the Information Commissioner’s Office (ICO). Read our Privacy Statement to see how we process any personal information we hold and your rights over such information in compliance with the General Data Protection Regulation.

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