Whitechurch Securities Limited
108.5 miles away from EC3R 8HN
108.5 miles away from EC3R 8HN
The Old Chapel
14 Fairview Drive
Bristol
BS6 6PH
Whitechurch Financial Consultants has been established for over 30 years and provides individually tailored financial planning advice and award-winning investment management services.
Our services are delivered through a team of highly experienced Financial Consultants who support private individuals, trusts and small businesses.
We hold the CII Chartered status awarded by the premier professional body for the financial services profession – the Chartered Insurance Institute.
Services we provide include:
- Cash-flow planning
- Life assurance
- Income protection
- Critical illness cover
- Investment management, including ethical investments
- Tax planning (including IHT) to maximise allowances and defend your estate
- Retirement, Pensions & Annuities
We provide impartial advice, which is not influenced by any product provider or other third parties, but we are classified by the Financial Conduct Authority as Restricted Advisers because we do not recommend what we consider to be high-risk investments.
Where we feel discretionary investment management is suitable we will recommend the services provided by the in-house award-winning Whitechurch Securities Investment Management Team. The team is highly regarded in the industry and their portfolio services have been independently recognised widely across the investment management sector.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.