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.

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 the 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

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:...

Whitechurch Investment Update: Market Commentary - April 2024

Following a broadly positive Q1, returns in April were much more muted, with markets backpedalling on previously higher optimism for imminent interest rate cuts. To add context to the apparent mood swing, just six months ago, as many as seven US interest rate cuts were being touted for the 2024 calendar year, versus just two at the beginning of April, with some commentators now expecting none at all....

Whitechurch Investment Update: Market Commentary - April 2024

Following a broadly positive Q1, returns in April were much more muted, with markets backpedalling on previously higher optimism for imminent interest rate cuts. To add context to the apparent mood swing, just six months ago, as many as seven US interest rate cuts were being touted for the 2024 calendar year, versus just two at the beginning of April, with some commentators now expecting none at all....

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