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.
Company Details
- Employees
- 22
- Founded
- -
- Address
- The Old Chapel, 14 Fairview Drive, Redland,united Kingdom
- Phone
- +44 1245 283594
- cl****@****h.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.whitechurch.co.uk
- Keywords
- Portfolio Management Service, Prestige Investment Management Service, Discretionary Fund Management, Wealth Management, Investment Services.
- HQ
- Bristol
Whitechurch Securities Ltd Questions
Whitechurch Securities Ltd's helpline number is +44 1245 283594
Whitechurch Securities Ltd's website is http://www.whitechurch.co.uk
Whitechurch Securities Ltd's LinkedIn profile is https://uk.linkedin.com/company/whitechurch-securities
Whitechurch Securities Ltd has
22 employees.
View email and phone details for 22
employees at Whitechurch Securities Ltd.
Whitechurch Securities Ltd's industry is
Financial Services
Whitechurch Securities Ltd's top competitors are
Wealth Club,
Rbc Brewin Dolphin,
Quilter Cheviot,
Ascot Lloyd Investment Management,
Brooks Macdonald,
Tilney Group,
Close Brothers Asset Management,
7im,
Rathbones,
Hargreaves Lansdown.
Whitechurch Securities Ltd's support email address is clientservices@whitechurch.co.uk
Whitechurch Securities Ltd's categories are Financial Services
Whitechurch Securities Ltd's founding year is 1982
