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
- 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.