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
Whitechurch Investment Update: Market Commentary - January 2025
2025 kicked off on a positive note after a chastening end to 2024, with concerns about higher-for-longer borrowing costs erasing summer gains for many of the more rate sensitive areas of the market. With the new year comes a new(ish) President. Markets spent much of January digesting comments from Donald Trump, particularly those related to his eye-catching tariff proposals. ...
Whitechurch Investment Update: Market Commentary - January 2025
2025 kicked off on a positive note after a chastening end to 2024, with concerns about higher-for-longer borrowing costs erasing summer gains for many of the more rate sensitive areas of the market. With the new year comes a new(ish) President. Markets spent much of January digesting comments from Donald Trump, particularly those related to his eye-catching tariff proposals. ...
Quarterly Review - Q4 2024
Q4 began with a continuation of the volatility witnessed in Q3, as uncertainty surrounding the trajectory of inflation and interest rate policy in the US ramped up. In the wake of September’s 0.50% interest rate cut from the US Federal Reserve (the Fed), and despite year-to-date resilience from the domestic economy, concerns of an imminent shift in central bank policy and signs of a partial slowdown in economic growth weighed on returns during October. ...
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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