Whitechurch Securities Ltd Company Profile, Contacts & Intelligence

Financial ServicesRedland, United Kingdom22 employeesFounded 1982
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
22
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
4
Mapped contact coverage

Whitechurch Securities Ltd Overview

AWARD WINNING INVESTMENT MANAGEMENT Whitechurch Securities is a privately owned Wealth Management Boutique established in 1982. 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 We provide a range of competitively priced DFM services; from low entry model portfolios to bespoke solutions for high net worth clients. These services are available to financial advisers who maintain the client relationship whilst we provide investment expertise. The Company is highly regarded in the industry and has won a succession of awards, whilst our investment managers are widely quoted in the media for their expert views. We have demonstrated consistent performance, enhanced by friendly and efficient support and administration – all essential to ensure a high degree of client and adviser satisfaction. • We provide investment services ranging from low entry model solutions to bespoke solutions, and clearly defined risk profiling. • Portfolios are administered in-house. We manage the investments and the adviser maintains the client relationship. • We maintain transparent and competitive charges. To find out more about our services please contact us at dfm@whitechurch.co.uk. Whitechurch Securities Limited is authorised and regulated by the Financial Services Authority.

Headquarters
Redland, United Kingdom
Website
www.whitechurch.co.uk
Industry
Financial Services
Founded
1982
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Portfolio Management Service Prestige Investment Management Service Discretionary Fund Management Wealth Management Investment Services

Whitechurch Securities Ltd Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
10 company-domain emails
Visible contacts using Whitechurch Securities Ltd's company email domain.
General
4
Executive
3
Finance
2
Operations
1

Whitechurch Securities Ltd People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

D
Daniel Say, Phd
Senior Investment Analyst
T
Tim Jones
Chartered Fcsi, Senior Investment
G
Gaynor Newman
Compliance Director at Whitechurch
E
S
Sarah Owen
Experienced Investment and Cass
E

Whitechurch Securities Ltd Workforce Composition

Seniority breakdown across 15 visible profiles.

Individual contributor
6
Director
3
Manager
3
Senior / Lead
2
Associate / junior
1

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