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
As a financial adviser, it can be difficult to understand your options when it comes to exiting the industry. There are two ways in which you can sell your business and the graphic below breaks down the differences between them....
We have propositions for advisers looking to exit the industry, be it for retirement or other reasons, we work with just a few selective advisers a year to meet their exit requirements. We are not a big consolidator but an advisory company looking to assist other advisers who are client centric. Keep reading for the key facts about the Whitechurch Proposition. ...
We trust you have found this site of interest. We would welcome the opportunity to hear from you.