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 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.
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
Quarterly Review - Q3 2024
After a relatively benign first half of 2024, Q3 saw a sharp increase in volatility and a change in market leadership, as US large caps gave up ground to other, less heavily owned parts of the global stock market, including the UK and China. Despite the sharp drawdown in early August, all markets outside of the US finished the quarter in positive territory, reminding investors that in times of volatility, often the best course of action is to take no action at all....
Quarterly Review - Q3 2024
After a relatively benign first half of 2024, Q3 saw a sharp increase in volatility and a change in market leadership, as US large caps gave up ground to other, less heavily owned parts of the global stock market, including the UK and China. Despite the sharp drawdown in early August, all markets outside of the US finished the quarter in positive territory, reminding investors that in times of volatility, often the best course of action is to take no action at all....
Whitechurch Investment Update: Market Commentary - August 2024
Despite lingering concerns about the health of the global economy and macroeconomists fretting about the future path of interest rates, equity investors have enjoyed a relatively smooth ride year-to-date, with most major regions posting solid gains. Reflecting the rather benign backdrop was the VIX, a key measure of market volatility, which closed July significantly below its longer-term average. ...
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 452 1208
F: 0117 916 6151
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
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