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

"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 Quarterly Review - Q3 2019

This review covers the key factors that have influenced investment markets over the third quarter of 2019 and the Whitechurch Investment Team’s current views and broad strategies being employed....

Whitechurch Blog: The first two years as an adviser

On the two-year anniversary of being signed off as CF30 by the Compliance team, we wanted to sit down with Nick Roley and have a chat to discuss how he found his first two years as an adviser at Whitechuch. ...

Whitechurch Blog: Adviser retirement insight - Your FAQ’s answered

Whitechurch has been providing retirement solutions for small advisory firms looking to exit the profession for many years now. We have answered the top three questions and topics that arise in conversation below....

Get in Touch

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