Ethical Investment Solutions

Whitechurch Securities offers ethical strategies for clients looking to invest whilst taking into consideration a range of environmental and socially responsible criteria.

The service is available through Whitechurch Securities Wealth Managers Ltd (of which Whitechurch Financial Consultants is a division).

Utilising the Whitechurch investment team’s expertise, the portfolios are discretionary managed multi asset portfolios; and adhere to a predefined and comprehensive set of ethical requirements which we believe will fit the needs of most investors.

The ethical solutions range is available for investments of £3,000 upwards through to a more bespoke service for higher net worth clients.

Investing in the Whitechurch Ethical Portfolios
If you are interested in a Whitechurch investment ethical portfolio (or any other Whitechurch service) please get in touch with your Financial Adviser. Your Financial Adviser can assess which strategy is suitable for your financial planning requirements and may provide ongoing monitoring on your behalf to ensure that it remains appropriate to your circumstances.

Important Notes
This notice provides information of a general nature and does not constitute personal advice. This type of investment is not suitable for everyone and you should take financial advice before entering into any obligation, which you are uncertain of, to ensure suitability. Past performance is not necessarily a guide to future performance. Investment returns cannot be guaranteed and you may not get back the full amount you invested. The stockmarket should not be considered as a suitable place for short-term investment. Levels and bases of, and reliefs from, taxation are subject to change and values depend on the circumstances of the investor.