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
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. ...
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. ...
Whitechurch Investment Update: Market Commentary - November 2024
November was dominated by US politics and the re-election of Donald Trump who, when he returns to the White House in January, will become only the second US president after Grover Cleveland to sit two non-consecutive presidential terms. As well as claiming the presidency, Trump’s Republican Party retained power in the House of Representatives whilst also claiming a majority in the Senate – the so-called ‘Republican sweep’ potentially gives the new President greater power to push through his political agenda, at least until the mid-term elections in 2026....
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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