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.
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.
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.
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.
"I have had particularly good dealings with the advice from my financial adviser. I could not have asked for a more obliging service."Mr AH - Lancashire
“I have received the latest quarterly reports, overall I am very pleased that I made the change to Whitechurch. Hindsight is a wonderful thing but I should have moved my pension years ago.”Mr DS - Oxford
“Quite excellent support and service. My Whitechurch adviser has worked with me for some 15 years."Mr AL - Blackburn
Summer is officially here - A time to sit by the pool beneath a tropical sun, cocktail in hand, while enjoying a gripping page turner. Ok, scrub that – at least for now! But at least the current lockdown has given many of us more time to read than we usually have. ...
Financial Consultant, Barry Summers, looks at the importance of the relationship between our finances and our overall wellbeing....
Following on from my article last month, Coronavirus: seven possible long-term changes, I wanted to set out our current investment thinking and how we have responded to the changed investment environment. ...