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Why choose Whitechurch Securities?

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.

 

Discretionary Management Service

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.

Adviser Retirement

We offer Adviser Retirement Options to advisers wishing to retire or exit the industry. We are client centric and consider ourselves to have a different approach to large consolidators. 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. Our options aim to allay those concerns.

Ethical Investment Solutions

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.

What our clients say

"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

Latest news

Whitechurch Blog: Nuclear Power - Dying asset or future ESG star?

Nuclear energy has an image problem. For many, any mention of nuclear conjures images of mushroom clouds, or perhaps the wrecked remnants of the infamous Chernobyl reactor number 4. Such preconceptions have led many fund managers to exclude nuclear energy from their ESG portfolios. However, as intermittent renewables provide an increasingly large share of the global energy supply, so the need for low carbon, base-load power increases. So, is now the time for climate conscious investors to take another look at nuclear?...

Whitechurch Blog: Nuclear Power - Dying asset or future ESG star?

Nuclear energy has an image problem. For many, any mention of nuclear conjures images of mushroom clouds, or perhaps the wrecked remnants of the infamous Chernobyl reactor number 4. Such preconceptions have led many fund managers to exclude nuclear energy from their ESG portfolios. However, as intermittent renewables provide an increasingly large share of the global energy supply, so the need for low carbon, base-load power increases. So, is now the time for climate conscious investors to take another look at nuclear?...

Whitechurch Blog: Hydrogen - the renewable energy resource to watch?

ESG, SRI, renewable energy - it’s everywhere as we look to #buildbackbetter from the pandemic. Our ESG Investment Relations Specialist explores the recent buzz around Hydrogen as a renewable energy resource, and whether it's really all it's cracked up to be....

Get in Touch

We trust you have found this site of interest. We would welcome the opportunity to hear from you.

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