ARO: Process Flow Chart
Curious about the processes involved in exiting the industry? Take a look at our process flow chart for a break down of each stage and the potential outcomes....
Agent of Client Versus Agent as Client
There has been a lot of discussion in the industry recently about the number of different contractual relationships between IFAs, Discretionary Investment Managers (DIMs) and Clients. There has been rising concern amongst IFA’s in the use of “Agent as Client” framework used by some DFMs....
Whitechurch Blog: Six things to consider if you have received an inheritance
Receiving an inheritance can have a wide impact on you and your family’s financial status. It can be tempting to spend the money you didn't previously have on a new car or bigger house - but are you balancing your short term wishes with your long term financial needs? At Whitechurch, we have many years of experience advising clients in this situation and understand the difficulty in deciding the best thing to do with newly inherited wealth. We have summarised six things to consider if you have just received an inheritance in the infographic below. ...
Adviser Retirement Options: Why Whitechurch?
Whether you are looking to retire or exit the industry today, in six months or three years we understand that it is not only important that you are looked after in your retirement but your clients too. Below are a few examples of the reasons why Whitechurch could be an option for you. ...
Adviser Retirement Options: FAQ's
Got questions about Adviser Retirement? Have a look at our FAQ's below, they could help. ...
Adviser Retirement Options: Asset Purchase or Share Purchase
As a financial adviser, it can be difficult to understand your options when it comes to exiting the industry. There are two ways in which you can sell your business and the graphic below breaks down the differences between them....
Whitechurch Quarterly Review - Q4 2019
Welcome to the Whitechurch quarterly investment review. This review covers the key factors that have influenced investment markets over the past quarter and the Whitechurch Investment Team’s current views and broad strategies being employed....
Adviser Retirement Options: The Whitechurch Proposition
We have propositions for advisers looking to exit the industry, be it for retirement or other reasons, we work with just a few selective advisers a year to meet their exit requirements. We are not a big consolidator but an advisory company looking to assist other advisers who are client centric. Keep reading for the key facts about the Whitechurch Proposition. ...
Whitechurch Portfolio Updates: 9.12.19
Read the latest updates from the Whitechurch Investment Team....
In The Press: The purpose of advice and getting people involved
Financial Adviser, Nick Roley, takes part in a podcast hosted by Citywire in association with Aegon about how to reach out to the younger generation for both clients and potential advisers. ...
How to Exit The Industry: A Real Case Study
We asked Alan Goule, who sold his business to Whitechurch when he retired, to go over some of the questions that he was asked by attendees at our Adviser Retirement Event. ...
How to Exit the Industry:Client Care Post Sale
What happens to your clients post sale? Mark Stone, the Financial Planning Director at Whitechurch provided an informative talk on how to ensure your clients are appropriately cared for after you sell your business....
How to Exit the Industry: The Tax Implications of Selling Your Business
When thinking of retirement or exiting the industry there are some key tax implications to consider, Neil Davies outlines some of the implications within this blog. ...
How to Exit the Industry: The Legal Fundamentals of a Sale
When you are considering putting your business on the market the most important thing to do is talk to your solicitor and obtain his or her advice on what type of approach would be best to handle the full or partial sale of your business, we have summarised some of the key legal factors to consider within our blog. ...
Whitechurch Blog: Your money is a tool for a better life
One of our Financial Advisers, James Nicholas, explores why comprehensive financial planning and asking that extra question can change lives....
Whitechurch Blog: Your Financial MOT Checklist
There’s no time like the present to conduct a financial MOT, To get you started we have compiled a list of key ‘hazard lights’ to check....
Whitechurch Blog: The Complete Retirement Checklist
Several factors need to be considered to best prepare yourself and your family for those potentially long years in retirement. We produced a checklist to help you assess the key details to consider and, if necessary, alter so that you can plan effectively for your retirement....
Whitechurch Quarterly Review - Q3 2019
This review covers the key factors that have influenced investment markets over the third quarter of 2019 and the Whitechurch Investment Team’s current views and broad strategies being employed....
Whitechurch Blog: The first two years as an adviser
On the two-year anniversary of being signed off as CF30 by the Compliance team, we wanted to sit down with Nick Roley and have a chat to discuss how he found his first two years as an adviser at Whitechuch. ...
Whitechurch Blog: Adviser retirement insight - Your FAQ’s answered
Whitechurch has been providing retirement solutions for small advisory firms looking to exit the profession for many years now. We have answered the top three questions and topics that arise in conversation below....
In The Press: Reinvigorating Whitechurch
Alexander Foster from Citywire Wealth Manager magazine asked Kean Seager about the ways he’s been reinvigorating Whitechurch. ...
In The Press: Adviser demand sees Whitechurch place ethical portfolios on platforms
Whitechurch Securities has made its range of ethical portfolios available on two platforms following a ramp-up in demand from advisers. The firm’s four risk-rated Prestige Ethical Income & Growth portfolios have been added to the Aviva and Novia platforms, Portfolio Adviser has learned....
In The Press: Watch out for cloning
Compliance Director, Gaynor Newman, speaks to Portfolio Adviser about a case of cloning and plagiarism...
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