Coronavirus Update

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. We also work closely with the award-winning Whitechurch Investment Management team to create investment portfolios for private clients.

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

"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

Latest news

Whitechurch Blog: Hydrogen - the renewable energy resource to watch?

ESG, SRI, renewable energy - it’s everywhere as we look to #buildbackbetter from the pandemic. Our ESG Investment Relations Specialist explores the recent buzz around Hydrogen as a renewable energy resource, and whether it's really all it's cracked up to be....

Whitechurch Blog: Sustainable Summer

Your staycation could be good for the planet by reducing your carbon footprint, could your investments do the same?...

Whitechurch Investment Update: Global Troubles

Harold Macmillan was once asked about the most troubling aspect of his Prime Ministership. He famously replied, “Events, my dear boy, events”. Similarly unexpected events, both domestic and international, have long been seen as the bane of investors, particularly when they are seen as presenting significant economic risks....

Get in Touch

We trust you have found this site of interest. We would welcome the opportunity to hear from you.

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