14 The Old Chapel, Fairview Drive, Bristol, Redland, Bristol, BS6 6PH  (Show me directions) Show Map

0117 91...Landline    Landline   

  Monday to Friday: 09:00 to 17:00 , Saturday to Sunday: Closed

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@WSL_Bristol   whitechurch-securities  

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Chartered Financial Advisers in Bristol

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. We offer a full financial planning service encompassing wealth management, retirement planning, long term care planning, inheritance tax planning and mitigation, and protection assessment and implementation.

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

We have been awarded the prestigious Chartered status by the premier professional body for the financial services profession - the Chartered Insurance Institute. Our Chartered status requires us to meet rigorous professionalism and capability criteria and adhere to the Institute's Code of Ethics. This means that our clients have added assurance in our technical competence and standards of integrity.