When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.
Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios.
At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.
Our Discretionary Management Services provide the opportunity for personal wealth to be managed, via a financial adviser, by our fully qualified investment team who will take full responsibility for the construction, active management and administration of your investment portfolio.
With over 30 years’ of wealth management experience, we understand the challenges advisers face in managing their client base and the concerns they may have about what will happen to their clients when they retire or exit the industry. We launched Adviser Retirement Options to extend the support we have provided over the years, and offer a range of solutions which can be beneficial to both advisers and their clients.
We are seeing increasing interest in Ethical and Sustainable & Responsible Investment (SRI) from clients and many advisers as well as growing media interest in such issues which both reflect and stimulate public interest. We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.
"My clients' money never sleeps, it's a living item that needs daily care and attention, and Whitechurch provides this service. To be trusted by clients in providing investment advice is one of the greatest honors given to me as a Financial Adviser, and with this I need a team who is completely focused on the clients' needs and objectives; I feel Whitechurch has my clients' at the centre of every move and provides a safe pair of hands in these changing times."Mr PF - Somerset
"Our Company has over 50 years of Investment expertise, 8 years ago we realised we required the expertise of a Discretionary Investment Company, partly due to the complexity of market conditions and a more sophisticated client base. We undertook detailed research to ensure we made the right choice of Discretionary Management for our clients. We chose Whitechurch Securities Ltd and following a 5 year successful relationship with them, we would be happy to recommend their services without hesitation to any client needing discretionary investment management."Mr CM & Mr PB - Derby
“As well as providing an excellent Discretionary Fund Management risk based proposition, that fits in perfectly with our own advice model, I have found Whitechurch to be one of the most friendly, accessible and efficient companies that I have dealt with in 23 years of advising.”Mr PK - Cornwall
"I have found Whitechurch very popular with my clients and very easy to use, with excellent sales and back office support. Everyone at Whitechurch I have had contact with is not only professional and 'gets on with the job', but cheerful. It is obviously a happy office, staffed with people who not only know what they're doing, but happy to be doing it. What a refreshing change."Mr TS - Nottingham
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....
There has been a lot of discussion in the industry recently about the number of different contractual relationships between IFAs, Discretionary Investment Managers (DIMs) and Clients. There has been rising concern amongst IFA’s in the use of “Agent as Client” framework used by some DFMs....