We are a firm of financial advisers passionate about helping people who are serious about enhancing their wealth, improving their standard of living and creating a secure long-term financial future for themselves and their families.
Established in 1982, our team of experienced, highly qualified advisers deliver a comprehensive wealth management service, built on individually tailored financial planning advice. We also work closely with the award-winning Whitechurch Investment Management team to create investment portfolios for private clients.
As a family-run business, we pride ourselves on getting to know our clients personally and we are focused on the longevity of both our client's investments and the future of our world alike. Ethical and sustainable decisions are at the heart of our operations.
We 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.
Our award winning services provide you with the opportunity to place your monies in the hands of professional investment managers. We deliver investment services in the form of Discretionary Investment Management Services. This is particularly suitable for those who do not wish, or have the time or expertise, to look after their investments on a day to day basis.
With our emphasis on comprehensive wealth management, Whitechurch Financial Consultants work closely with other professional advisers to ensure that clients’ financial affairs are fully co-ordinated.
"I have had particularly good dealings with the advice from my financial adviser. I could not have asked for a more obliging service."Mr AH - Lancashire
“I have received the latest quarterly reports, overall I am very pleased that I made the change to Whitechurch. Hindsight is a wonderful thing but I should have moved my pension years ago.”Mr DS - Oxford
“Quite excellent support and service. My Whitechurch adviser has worked with me for some 15 years."Mr AL - Blackburn
After 2023 ended with a bang, January offered somewhat of a reality check. Even during December, there was a sense that the widespread rally had an element of too good to be true about it. To put this into context, many funds, regardless of asset class, saw more gains in the final month of the year than they had in the preceding 11 combined...
After 2023 ended with a bang, January offered somewhat of a reality check. Even during December, there was a sense that the widespread rally had an element of too good to be true about it. To put this into context, many funds, regardless of asset class, saw more gains in the final month of the year than they had in the preceding 11 combined....
Despite improving on a dismal 2022, last year presented its own set of challenges for sustainable investors. Aside from the remarkable performance of the so-called magnificent seven, the US mega-cap technology stocks that together produced a return of 71% (to the end of November), performance was more mixed, particularly for parts of the sustainable universe. As we say goodbye to 2023, our Investment Team give five predictions for the year ahead...
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
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Tuesday: 9.00am - 5.00pm
Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 5.00pm
Friday: 9.00am - 5.00pm