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
Adviser Retirement Options: Asset Purchase or Share Purchase
As a financial adviser, it can be difficult to understand your options when it comes to exiting the industry. There are two ways in which you can sell your business and the graphic below breaks down the differences between them....
Whitechurch Quarterly Review - Q4 2019
Welcome to the Whitechurch quarterly investment review. This review covers the key factors that have influenced investment markets over the past quarter and the Whitechurch Investment Team’s current views and broad strategies being employed....
Adviser Retirement Options: The Whitechurch Proposition
We have propositions for advisers looking to exit the industry, be it for retirement or other reasons, we work with just a few selective advisers a year to meet their exit requirements. We are not a big consolidator but an advisory company looking to assist other advisers who are client centric. Keep reading for the key facts about the Whitechurch Proposition. ...
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 916 6193
F: 0117 916 6151
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