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

"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

Latest news

Whitechurch Investment Update: Market Commentary - May 2024

Read our new & improved Monthly Market Commentary: Unloved and undervalued – two words synonymous with the UK market in recent years. Overshadowed by the performance of more tech-focused indices and exacerbated by a shift in favour of more globally focused asset allocation strategies, UK equities have tended to lag their developed market peers....

Whitechurch Investment Update: Market Commentary - May 2024

Unloved and undervalued – two words synonymous with the UK market in recent years. Overshadowed by the performance of more tech-focused indices and exacerbated by a shift in favour of more globally focused asset allocation strategies, UK equities have tended to lag their developed market peers....

In the Press: Good and bad days - Daniel Say | An article from Citywire

In recognition of mental health awareness week our Senior Investment Analyst Daniel Say reveals what helps his mental health as part of Citywire Wealth Manager's article:...

Get in Touch

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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