Whitechurch Financial Consultants provides individually tailored financial planning advice and access to award winning investment management services.
We have been established for over 30 years and our services are delivered through a team of highly experienced Financial Consultants who support private individuals, trusts and small businesses in making informed decisions about their finances.
How we can support you
With critical illness resulting in long term care, there are possibly three key pillars of support that everyone needs:
Physical support – Medical and general assistance from day-to-day.
Emotional support – From friends and family members.
Practical support – to manage various concerns, particularly finances.
At such times you need objective, knowledgeable guidance to help make the most effective decisions in managing financial affairs.
With your invitation and trust, this practical support is where we, at Whitechurch, can support you and your loved ones.
Services we provide
– Cash-flow planning
– Life assurance
– Income protection
– Retirement, Pensions & Annuities
– Investment management, including ethical investments
– Tax planning (including IHT) to maximise allowances and defend your estate
“ I am very satisfied with the service I receive from Whitechurch and, in particular, from my advisor. He is courteous and knowledgeable, and goes out of his way to accommodate my requirements, always ensuring that I fully understand all advice, context and implications.” Mr B. Thorne, Swansea
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.
Our head of Financial Planning is an Affiliate Member of STEP – the global professional association for practitioners who specialise in family inheritance and succession planning.
We are members of SIFA, the compliance and business support provider enabling relationships between financial advisers and solicitors.
Essentially, we work closely with other professional advisers to ensure that clients’ financial affairs are fully coordinated; and we are committed to continually updating our skills and technical knowledge, to ensure clients always benefit from relevant, quality-driven advice.