Comprehensive Wealth Management

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Let's see if we can help you

We are passionate about helping people who are serious about enhancing their wealth and improving their standard of living.

We help clients make informed decisions about their financial affairs and our areas of expertise include: 

  • Cash-flow/Lifestyle Financial Planning
  • Investment Management Services, including Ethical Investments
  • Retirement, Pensions and Annuities 
  • Inheritance Tax (IHT) mitigation
  • Life Assurance
  • Income Protection and Critical Illness Cover
  • Long Term Care 

Investment services

We provide impartial advice which is not influenced by any product provider or other third party, but we are classified by the Financial Conduct Authority as Restricted Advisers because we do not recommend what we consider to be high risk investments. Where we feel discretionary investment management is suitable we will recommend the services provided by the in-house Whitechurch Investment Management Team.

Through the team we offer a range of investment services – from low entry model portfolios to bespoke solutions for high net worth individuals.