Feedback and Referrals


We really appreciate receiving feedback, as it is a vital element in monitoring our services to ensure we always maintain relevant high standards for our clients.

If you are an existing client please click here to complete our Client Service Questionnaire.
Alternatively, anyone can CLICK HERE to contact us for other reasons.


Clients can recommend a friend or relative and receive Marks and Spencer vouchers worth £100. 

To do so, please CLICK HERE to complete the Referral Form.

As long as your friend/relative is not already a client of ours we will get in touch with them for a no obligation meeting.  If they conduct business with us during the next twelve months we will send you Marks & Spencer vouchers to the value of £100 – as a thank you.  There are no limits to the number of recommendations you can make.

Our clients are our biggest supporters. Read what they are saying about us.

Obliging Service

I have had particularly good dealings with the advice from my financial adviser. I could not have asked for a more obliging service.

Mr AH | Lancashire

Hindsight is a wonderful thing

I have received the latest quarterly reports, overall I am very pleased that I made the change to Whitechurch. Hindsight is a wonderful thing but I should have moved my pension years ago.

Mr DS | Oxford

Excellent support

Quite excellent support and service. My Whitechurch adviser has worked with me for some 15 years.

Mr AL | Blackburn