14 Fairview Drive, Bristol, Avon, BS6 6PH (Show me directions) Show Map
0117 91...Landline Landline 0117 91...Landline Landline
0117 916 6151 0117 916 6151 0117 373 0402 0117 373 0402
Monday to Friday: 09:00 to 17:00 , Saturday to Sunday: Closed
Profile
AWARD WINNING INVESTMENT MANAGEMENT
Whitechurch Securities is a privately owned Wealth Management Boutique established in 1982.
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.
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