Solicitors and Accountants
With our emphasis on comprehensive wealth management, Whitechurch Financial Consultants work closely with other professional advisers to ensure that clients’ financial affairs are fully co-ordinated.
We are respectful of the nature of professional relationships and a partnership approach is central to how we work. In partnership with you, our first step is to understand the full picture of your clients’ goals. Thereafter we address how we can work with you and what we can do for your clients.
The Whitechurch Mantra:
We believe that we have no right to advise clients until we fully understand what they want to achieve.
Our Advisory Services
From cash flow and tax planning (including Inheritance Tax & Capital Gains Tax) and investments to pensions, retirement, protection and life assurance.
We provide these services through a range of levels; from ad hoc, transactional or straightforward services to on-going advice or complex strategies. See our range of services here and our Services, Costs and Key Facts brochure.
Impartial Advice & Wealth Management
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 award winning Whitechurch Investment Management Team. The team is highly regarded in the industry and their portfolio services have been independently recognised across the investment management sector. See link below - for the due diligence standards of our investment services.
We hold the Chartered status awarded by the premier organisation for the financial services profession – the Chartered Insurance Institute. The status requires us to meet rigorous professionalism and capability criteria and adhere to the Institute’s Code of Ethics. This means that clients can have added assurance in our technical competence and standards of integrity.
Further to the Chartered status, our Client Charter – sets out the framework of how we support clients with their financial affairs.
We are also members of SIFA, the compliance and business support provider which specialises in facilitating relationships between financial advisers and solicitors; and we are listed in the SIFA Directory of Professional Financial Advisers, endorsed by the Law Society.