Why choose Whitechurch Financial Consultants?
We are a firm of financial advisers passionate about helping people who are serious about enhancing their wealth, improving their standard of living and creating a secure long-term financial future for themselves and their families.
Established in 1982, our team of experienced, highly qualified advisers deliver a comprehensive wealth management service, built on individually tailored financial planning advice. We also work closely with the award-winning Whitechurch Investment Management team to create investment portfolios for private clients.
Advisory Services
We 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.
Investment Management
Our award winning services provide you with the opportunity to place your monies in the hands of professional investment managers. We deliver investment services in the form of Discretionary Investment Management Services. This is particularly suitable for those who do not wish, or have the time or expertise, to look after their investments on a day to day basis.
Professional Advice
With our emphasis on comprehensive wealth management, Whitechurch Financial Consultants work closely with other professional advisers to ensure that clients’ financial affairs are fully co-ordinated.
What our clients say
Latest news
Navigating Tariff Turmoil
On the 2nd of April, US President Donald Trump announced sweeping import tariffs, in a move he believes will encourage consumers to buy more American-made products, increase tax receipts and lead to a huge increase in domestic investment. Whitechurch Securities' Senior Investment Analyst Daniel Say delves into how this will impact US consumers, the wider economy and how markets have responded...
Navigating Tariff Turmoil
On the 2nd of April, US President Donald Trump announced sweeping import tariffs, in a move he believes will encourage consumers to buy more American-made products, increase tax receipts and lead to a huge increase in domestic investment. Our Senior Investment Analyst Daniel Say delves into how this will impact US consumers, the wider economy and how markets have responded....
Quarterly Review - Q1 2025
2025 kicked off in volatile fashion as global market movements were dominated by the scatter gun approach of the incoming Trump administration. Markets had been sensitive to the remarks of the returning President long before inauguration day, however economists were split – was tough talk on global trade policy, geopolitics and a desire to make Canada the 51st state genuine, or a bargaining chip designed to extract concessions from trading partners? ...
Get in Touch
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
- The Old Chapel, 14 Fairview Drive,
Redland, Bristol, Avon and Somerset,BS6 6PH - clientservices@whitechurch.co.uk
- T: 0117 452 1208
F: 0117 916 6151
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
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