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 since 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.

As a family run business we pride ourselves on getting to know our clients personally and we are focused on the longevity of both our client's investments and future of our world alike. Ethical and sustainable decisions are at the heart of our operations.

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: Quarterly Review - Q4 2021

Welcome to the Whitechurch quarterly investment review. This review covers the key factors that have influenced investment markets over the past quarter and the Whitechurch Investment Team’s current views and broad strategies being employed....

Whitechurch Investment Update: Quarterly Review - Q4 2021

Welcome to the Whitechurch quarterly investment review. This review covers the key factors that have influenced investment markets over the past quarter and the Whitechurch Investment Team’s current views and broad strategies being employed....

In The Press: While shepherds watched their stocks with Whitechurch Securities’ Tim Jones

Our Investment Manager, Tim Jones, reflects with Portfolio Adviser on how much markets and work life have returned to normal in 2021 (for a festive good feeling, check out the adorable photo!):...

Get in Touch

We trust you have found this site of interest. We would welcome the opportunity to hear from you.

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