Testimonials and Referrals

Recommend a friend or relative and receive Marks and Spencer vouchers worth £100. 

To do so, please CLICK HERE to complete the Referral Form.

As long as your friend/relative is not already a client of ours we will get in touch with them for a no obligation meeting.  If they conduct business with us during the next twelve months we will send you Marks & Spencer vouchers to the value of £100 – as a thank you.  There are no limits to the number of recommendations you can make.

Our clients are our biggest supporters. Read what they are saying about us.

Obliging Service

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

Hindsight is a wonderful thing

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

Excellent support

Quite excellent support and service. My Whitechurch adviser has worked with me for some 15 years.

Mr AL | Blackburn