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 awarded by the premier professional body for the financial services profession – Chartered Insurance Institute.

Our Chartered status 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 and or your clients. 

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