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.
Whilst ESG-integrated (the process of considering environmental, social and governance factors in investment decisions) portfolios have been around in various guises for many years, it took a global pandemic to truly throw ESG into the limelight. ...
Whilst ESG-integrated (the process of considering environmental, social and governance factors in investment decisions) portfolios have been around in various guises for many years, it took a global pandemic to truly throw ESG into the limelight. ...
October proved to be a very challenging month for equity and fixed income investors alike, as rising bond yields and heightened global geopolitical tension weighed on markets....
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
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