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
The US Presidential Election: What’s at Stake for ESG?
The Presidential elections have always carried global significance. The US is still the world’s largest economy – policy decisions resonate the world over. But with the two parties promising starkly different visions, the outcome of this US election is likely to be one of the most consequential in recent years. With ESG itself a polarising subject in the US, our Investment Analyst Daniel Say delves in to what’s at stake:...
The US Presidential Election: What’s at Stake for ESG?
The Presidential elections have always carried global significance. The US is still the world’s largest economy – policy decisions resonate the world over. But with the two parties promising starkly different visions, the outcome of this US election is likely to be one of the most consequential in recent years. With ESG itself a polarising subject in the US, our Investment Analyst Daniel Say delves in to what’s at stake:...
Whitechurch Investment Update: Market Commentary - July 2024
Following a broadly positive yet at times erratic first half of the year, macro data released in July saw investors bet big on interest rate cut expectations. Whether economic or political, there were so many talking points throughout the month – a general softening of inflationary factors in developed markets paving the way for rather bullish flows into risk assets such as small cap equities being one of the key themes where markets were concerned. ...
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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