Comprehensive Wealth Management

Welcome to Whitechurch 

Established in 1982, we provide Comprehensive Wealth Management services, based on individually tailored financial planning advice, and a range of award winning investment services through Whitechurch Securities Limited.

We hold the CII Chartered status which reflects our commitment to professionalism, high capability and ethical standards. We deliver our breadth of services through highly qualified and experienced Financial Advisers; meticulous Paraplanners and supportive Client Services teams.

We work with

  • Private individuals 
  • Trusts 
  • Small businesses (including advising on Small Self Administered Schemes (SSAS)
  • Other professionals to ensure that our clients’ financial affairs are properly coordinated

Have a look to see what we can do for You or Your Clients

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