Coronavirus Update

 

Whitechurch Blog: Sustainable Summer

Your staycation could be good for the planet by reducing your carbon footprint, could your investments do the same?...

Whitechurch Investment Update: Quarterly Review - Q2 2021

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....

Is Inheritance Tax Voluntary?

1 in 20 estates in the UK pay inheritance tax (source: HMRC), you could save your family hundreds of thousands of pounds with careful financial planning. Having worked hard to accumulate wealth, many people want to protect at least some of their assets for the benefit of their loved ones, but Inheritance Tax can have a signficant impact on the amount you leave behind. ...

Whitechurch Blog: What is a Discretionary Fund Manager (DFM)?

DFM’s are professional investment managers that build a portfolio of investment funds, usually from across the market. We explore what this means for you and how a DFM can help with your investment objectives....

How To Stay Positive in Lockdown 2.0

“Stay positive” is something we hear a lot of at the moment. But is it really that easy when you’ve been teased with a glimpse of normality and it’s now been snatched away for yet another national lockdown? ...

Whitechurch Blog: CISI Financial Planning Week 2020

Whitechurch is proud to be supporting the CISI Financial Planning Week 2020. Feel more secure in your family's financial future by booking a free one-hour personal finance session with one of our advisers or sign up to one of our webinars....

Whitechurch Blog: Repaying Coronavirus

Early into the UK lockdown, we wrote the blog Pandemic Financial Considerations to highlight possible financial opportunities available. Seventeen weeks later, we have experienced fiscal support unlike any we have seen before....

Whitechurch Blog: Summer Reading List 2020

Summer is officially here - A time to sit by the pool beneath a tropical sun, cocktail in hand, while enjoying a gripping page turner. Ok, scrub that – at least for now! But at least the current lockdown has given many of us more time to read than we usually have. ...

Whitechurch Blog: Your Financial and Emotional Wellbeing

Financial Consultant, Barry Summers, looks at the importance of the relationship between our finances and our overall wellbeing....

Whitechurch Blog: How to Improve Your Work-Life Balance

Finding a good work-life balance is essential for improving your happiness, stress levels and keeping relationships positive. In these extremely difficult times, we need to take some time for ourselves and appreciate life beyond work before you burn out. We have put together some tips to help you improve that balance....

Whitechurch Blog: So, What Next?

The past few months have taken their toll on just about everything. Daily life as we knew it seems a long distant memory and no doubt for some time to come, we will be more conscious about protecting our health than we’ve ever been. But what about our wealth?...

Whitechurch Blog: Pandemic Financial Considerations

Whilst we have already been able to provide support and guidance to many of our customers worried about their existing holdings, we have also received a number of enquiries from those who have seen an opportunity and want to take advantage of the current economic situation whilst stock markets values are low...

Whitechurch Blog: Maintaining a Long-term view

One of our financial consultants, James Nicholas, explores how to maintain a long-term view during difficult times....

Whitechurch Blog: Whitechurch Working from Home Part 2

Part two of our working from home updates....

Whitechurch Blog: Whitechurch Working from Home

Working from home is a new experience for a few members of the team at Whitechurch and for individuals all across the country. We thought it would be helpful to share how staff have adapted to this change as well as the challenges faced and tips to help you work from home more effectively. If you would like to gain an insight on how our teams have been communicating and servicing clients, keeping fit and maintaining a positive outlook, keep reading!...

Whitechurch Blog: Can my money be used for good and still deliver strong investment returns?

Many of us are used to the concept of donating to charitable causes close to our hearts, but actively investing in funds that are socially and environmentally responsible can still feel slightly alien for some. One of the questions our investment managers get asked increasingly is, “Can my money be used for good and still aim to deliver positive investment returns” we explore the answer to this question within this blog....

Whitechurch Blog: Tax Rates 2020/21

Income tax rates, national insurance rates and junior ISA limits have all been updated for the new tax year 2020/21. For the new figures and allowances, continue reading....

Coronavirus Update

In these uncertain times, we understand how unsettling the current situation is. We want to reassure you that Whitechurch Financial Consultants are here to advise and support you. Your adviser remains available to provide you with support and guidance so do not hesitate to contact them, as needed....

Whitechurch Blog: Lets Talk About Money!

Sam joined Whitechurch Financial Consultants 18 months ago, since then he has gained a range of experience working with our clients. In this blog, he discusses how Whitechurch can help clients reach their financial goals and the importance of intergenerational planning. ...

Whitechurch Blog: Six Things to consider before the start of the new tax year 2020

The new tax year will start on the 6th of April 2020 – but have you maximised your tax-efficient allowances for the current year? To get you started, we have created this list with a few tips and reminders. If you think you could benefit from professional, financial advice please get in contact with one of our financial advisers....

Whitechurch Blog: Six things to consider if you have received an inheritance

Receiving an inheritance can have a wide impact on you and your family’s financial status. It can be tempting to spend the money you didn't previously have on a new car or bigger house - but are you balancing your short term wishes with your long term financial needs? At Whitechurch, we have many years of experience advising clients in this situation and understand the difficulty in deciding the best thing to do with newly inherited wealth. We have summarised six things to consider if you have just received an inheritance in the infographic below. ...

In The Press: The purpose of advice and getting people involved

Financial Adviser, Nick Roley, takes part in a podcast hosted by Citywire in association with Aegon about how to reach out to the younger generation for both clients and potential advisers. ...

Whitechurch Blog: Your money is a tool for a better life

One of our Financial Advisers, James Nicholas, explores why comprehensive financial planning and asking that extra question can change lives....

Whitechurch Blog: Your Financial MOT Checklist

There’s no time like the present to conduct a financial MOT, To get you started we have compiled a list of key ‘hazard lights’ to check....

Whitechurch Blog: The Complete Retirement Checklist

Several factors need to be considered to best prepare yourself and your family for those potentially long years in retirement. We produced a checklist to help you assess the key details to consider and, if necessary, alter so that you can plan effectively for your retirement....

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. ...