Whitechurch Securities Ltd

Whitechurch Securities is a privately owned Wealth Management company established in 1982.

We are a firm of financial advisers passionate about helping people who are serious about enhancing their wealth, improving their standard of living and creating a secure long-term financial future for themselves and their families.

Established in 1982, our team of experienced, highly qualified advisers deliver a comprehensive wealth management service, built on individually tailored financial planning advice. We also work closely with the award-winning Whitechurch Investment Management team to create investment portfolios for private clients.

As a family-run business, we pride ourselves on getting to know our clients personally and we are focused on the longevity of both our client's investments and the future of our world alike. Ethical and sustainable decisions are at the heart of our operations.

In addition, 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.