Why choose Whitechurch Financial Consultants?
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 since 1982, our team of experienced, highly qualified advisers deliver a comprehensive wealth management service, built on individually tailored financial planning advice. They also work closely with the award-winning Whitechurch Investment Management team to create investment portfolios for private clients.
We have been awarded the prestigious Chartered status by the premier professional body for the financial services profession – the Chartered Insurance Institute. Our Chartered status requires us to meet rigorous professionalism and capability criteria and adhere to the Institute’s Code of Ethics. This means that our clients have added assurance in our technical competence and standards of integrity.
Advisory Services
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.
Investment Management
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.
Professional Advice
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.
What our clients say
Latest news
So, What Next?
The past few months have taken their toll on just about everything. Daily life as we knew it seems a long distant memory and no doubt for some time to come, we will be more conscious about protecting our health than we’ve ever been. But what about our wealth?...
Whitechurch Blog: Investing in a Changing World
Over the past few weeks, the priority of people, companies and Governments around the world has been how to get through the crisis with minimal loss of life and economic damage. As time moves on attention is now turning to what will a ‘Post COVID’ world look like?...
Coronavirus: Seven Possible Long-Term Changes
The long-term implications of the current crisis are subject to debate. Be that as it may, we believe that now is the time to flag where we see the most significant areas of change....
Get in Touch
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
- The Old Chapel, 14 Fairview Drive,
Redland, Bristol, Avon and Somerset,BS6 6PH - clientservices@whitechurch.co.uk
- T: 0117 4521208
F: 0117 916 6151
Copyright 2020 Whitechurch Financial Consultants | Website designed by The Smarter Web Company