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
Many of us are used to the concept of donating to charitable causes close to our hearts, but actively investing in funds that are socially and environmentally responsible can still feel slightly alien for some. One of the questions our investment managers get asked increasingly is, “Can my money be used for good and still aim to deliver positive investment returns” we explore the answer to this question within this blog....
In these uncertain times, we understand how unsettling the current situation is. We want to reassure you that Whitechurch Financial Consultants are here to advise and support you. Your adviser remains available to provide you with support and guidance so do not hesitate to contact them, as needed....