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 - Q2 2024
Global equity markets have continued to exceed expectations, with several major developed indices reaching all-time highs during Q2. With headline inflation now largely under control in the US, UK and Europe, we are at the top of the rate cycle and thus the WSL Investment Team are cautiously optimistic on the outlook for equities moving into H2. ...
Quarterly Review - Q2 2024
Global equity markets have continued to exceed expectations, with several major developed indices reaching all-time highs during Q2. With headline inflation now largely under control in the US, UK and Europe, we are at the top of the rate cycle and thus we are cautiously optimistic on the outlook for equities moving into H2. ...
Electric vehicle sales growth is slowing – is the industry running out of charge?
Two headlines – one from an investment bank, the other from a national paper – published within weeks of each other. Electric vehicles (EVs) have become an increasingly politicised microcosm of the wider debate surrounding net zero – do the benefits of adoption outweigh the potentially significant costs? Are EVs going to transform transportation, or are they an expensive luxury?...
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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