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Investment Management Services 

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.
  • The emphasis of this in-house service is to add value through providing you with investment portfolios that are driven by high quality research, sophisticated risk management and efficient administration.
  • The Whitechurch investment management team work with financial advisers to provide this service, which is tailored to individual client requirements. They will take full responsibility for the construction, active management and administration of your investment portfolios.

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Ethical Investing

Whitechurch Securities offers ethical strategies for clients looking to invest whilst taking into consideration a range of environmental and socially responsible criteria. The service is available through Whitechurch Securities Wealth Managers Ltd (of which Whitechurch Financial Consultants is a division). Utilising the Whitechurch investment team’s expertise, the portfolios are discretionary managed multi-asset portfolios; and adhere to a predefined and comprehensive set of ethical requirements which we believe will fit the needs of most investors.

If you would like to find out more about our Ethical Investment Solutions please click on the links below or get in touch.

>> Ethical Investment Solutions Brochure 

>> Socially Responsible Investing Guide