When choosing a Wealth Manager, perhaps the most important consideration is who is looking after your money.
Whitechurch operates a team-based approach to investment management. This ensures objectivity and consistency across all client portfolios.
At the same time having a small, focused team with an emphasis on accountability, allows individuals freedom to make key investment decisions. Each investment strategy has named investment managers, with back up managers, who will be familiar with the strategy.
We are a family run business that is not influenced by external shareholders or short-term profits. We are focused on the longevity of both our investments and future of our world alike. Ethical and sustainable decisions are at the heart of our operations
Our Discretionary Management Services provide the opportunity for personal wealth to be managed, via a financial adviser, by our fully qualified investment team who will take full responsibility for the construction, active management and administration of your investment portfolio.
We offer Adviser Retirement Options to advisers wishing to retire or exit the industry. We are client centric and consider ourselves to have a different approach to large consolidators. With over 40 years’ of wealth management experience, we understand the challenges advisers face in managing their client base and the concerns they may have about what will happen to their clients when they retire or exit the industry. Our options aim to allay those concerns.
We are seeing increasing interest in Ethical and Sustainable & Responsible Investment (SRI) from clients and many advisers as well as growing media interest in such issues which both reflect and stimulate public interest. We can offer a range of ethical solutions; from model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.
Last Wednesday, Jeremy Hunt claimed he would help “build a brighter future” for Britain with his “Budget for Long Term Growth”. The finer details and assessing their impact as a whole on both the economy and your personal is our job as advisers on your behalf. So, you can leave the nitty gritty announcements to us. But there are some headline announcements you ought to take note of that might impact your finances more readily and would benefit from us having a discussion soon in order to make the most of any changes....
Last weeks’ Spring budget was an opportunity for the Chancellor to gain some brownie points amongst voters ahead of a widely anticipated election later this year. Whilst the Chancellor provided some relief to workers in the form of another cut in National insurance, and a boost to child benefit, the income tax cuts hoped for by some in his party which would have encompassed a wider range of people did not materialise....
February capped a second consecutive month of varied performance for the major asset classes following a blistering end to 2023. With inflation seemingly continuing its meandering course back towards central bankers’ 2% target, markets continued to bet on the future trajectory of interest rates. In the US, earnings season was in full swing, with some of the largest companies in the world reporting, while across the world the first of some four billion voters scheduled to vote this year went to the polls....
We trust you have found this site of interest. We would welcome the opportunity to hear from you.
Standard Opening Hours:
Monday: 9.00am - 5.00pm
Tuesday: 9.00am - 5.00pm
Wednesday: 9.00am - 5.00pm
Thursday: 9.00am - 5.00pm
Friday: 9.00am - 5.00pm
Saturday: CLOSED
Sunday: CLOSED