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 since 1982, our team of experienced, highly qualified advisers deliver a comprehensive wealth management service, built on individually tailored financial planning advice. They also work closely with the award-winning Whitechurch Investment Management team to create investment portfolios for private clients.
We have been awarded the prestigious Chartered status by the premier professional body for the financial services profession – the Chartered Insurance Institute. Our Chartered status requires us to meet rigorous professionalism and capability criteria and adhere to the Institute’s Code of Ethics. This means that our clients have added assurance in our technical competence and standards of integrity.
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
Five Star Defaqto Rating 2020
We are pleased to announce that we have once again been awarded our full complement of 5 Star Ratings from Defaqto for our portfolio services. Read on to find out more about why this is important to look for when choosing a DFM....
How to Improve Your Work-Life Balance
Finding a good work-life balance is essential for improving your happiness, stress levels and keeping relationships positive. In these extremely difficult times, we need to take some time for ourselves and appreciate life beyond work before you burn out. We have put together some tips to help you improve that balance....
So, What Next?
The past few months have taken their toll on just about everything. Daily life as we knew it seems a long distant memory and no doubt for some time to come, we will be more conscious about protecting our health than we’ve ever been. But what about our wealth?...
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 4521208
F: 0117 916 6151
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