Best Discretionary Wealth Manager 2021

Awarded Excellence in Ethical Investment Solutions

Whitechurch is honoured to have achieved this award in which they termed winners "the best of the best". The Fund Awards employ a dedicated and extensive research, submission and judging process to ensure that every award is issued purely on merit. Research was centred around an in-depth evaluation of skills, services on offer and fund performance. The wider market reputation of each nominee was also taken into consideration, along with feedback provided from peers and industry professionals. 

The 2021 Fund Awards programme is designed to recognise and award those businesses and professional individuals who have not only provided excellent products and services but have also provided unbeatable commitment and dedication towards their clients and customers. The industry is constantly transforming.

Now running in its sixth year, the programme is never subjected to just one particular industry. Their awards programme covers a range of financial sectors from Banks to Insurance companies and Family Offices. The Fund Awards acknowledges those who have reinvented fund services with their experience and expertise and continue to do so to serve their customers with nothing less than the best.

On the success of the winners, the Fund Awards Coordinator Steve Simpson has stated: “I am proud of all the winners of this year’s programme as we have strived to acknowledge all those who have worked effortlessly this year to provide their customers with outstanding services. I wish them all the best for their future endeavours.”

If you would like to know more about our ethical and sustainable investment options, please click here.

To see our other awards & acrreditations, please click here.

Important Notes: This publication is approved by Whitechurch Securities Limited which is authorised and regulated by the Financial Conduct Authority. All contents of this publication are correct at the date of printing. We have made great efforts to ensure the accuracy of the information provided and do not accept responsibility for errors or omissions. This publication is intended to provide helpful information of a general nature and is not a specific recommendation to invest. The contents may not be suitable for everyone. We recommend you take professional advice before entering into any obligations or transactions. Past performance is not necessarily a guide to future performance. Investment returns cannot be guaranteed and you may not get back the full amount you invested. The stockmarket should not be considered as a suitable place for short-term investments. Levels and bases of, and reliefs from, taxation are subject to change and values depend on the circumstances of the investor.

Data Protection: Whitechurch may have received your personal data from a third party. If you invest through us, we may use your information together with other information for administration and to make money laundering checks. We may disclose your information to our service providers and agents for these purposes. We may keep your information for a reasonable period in order to manage your investment portfolios. We record telephone calls, to make sure we follow your instructions correctly and to improve our service to you through training of our staff. You have a right to ask for a copy of the information we hold about you and to correct any inaccuracies. When you give us information about another person you confirm that they have appointed you to act for them; that they consent to the processing of their personal data, including sensitive personal data and to the transfer of their information and to receive on their behalf any data protection notice.

Whitechurch Securities Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No. 114318.
Registered in England and Wales 1576951. Registered Address: C/o Saffery Champness, St Catherine’s Court, Berkeley Place, Bristol, BS8 1BQ
Correspondence Address: The Old Chapel, 14 Fairview Drive, Redland, Bristol BS6 6PH Tel: 0117 452 1207 Web: www.whitechurch.co.uk