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
Whitechurch Investment Update: Market Commentary - May 2025
May was another month dominated by the seemingly endless twists and turns of Trump’s tariff saga. After a spectacularly volatile April, when Trump’s ‘Liberation Day’ announcement prompted a near 10% fall in global equity markets before a series of climbdowns sparked a rally towards month end, May saw an extension of the nascent market recovery....
Whitechurch Investment Update: Market Commentary - May 2025
May was another month dominated by the seemingly endless twists and turns of Trump’s tariff saga. After a spectacularly volatile April, when Trump’s ‘Liberation Day’ announcement prompted a near 10% fall in global equity markets before a series of climbdowns sparked a rally towards month end, May saw an extension of the nascent market recovery....
Whitechurch Investment Update: Market Commentary - April 2025
April delivered investors with another eventful month, which saw market volatility soar to post-Covid highs in the first few days. The Trump administration’s highly anticipated “Liberation Day” on 2nd April saw the announcement of wholesale punitive tariffs, setting the tone for the rest of the month. After what had already been a tumultuous Q1, the announcement overshadowed a broad trend lower in inflation for most major regions....
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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