Full Financial Planning

Whitechurch Financial Consultants 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.

  • We work with private clients – their needs may be simple and straightforward; highly complex or somewhere between the two. We have different advice services, ranging from those designed for individuals and families just starting out on their saving and investment journey, to those who have accumulated significant personal or business wealth and whose personal circumstances are consequently more complex.
  • Our advice process will mostly follow this structure:
  1. Initial meeting 
  2. Fact Find / Data Gathering 
  3. Analysis, Research and Recommendations
  4. Present Recommendations 
  5. Implementation 
  6. Forward Planning Service 

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Supporting Literature 

We have produced a range of free guides to help you with your financial planning, you can download them here or contact us and we can post them to you.

Would you like to read an in-depth version of our advice process and find out about our approach and philosophy? Our comprehensive wealth management guide has lots of information about what we can do for you and how. Download a copy by clicking the link below:

 >> Comprehensive Wealth Management Guide