Whitechurch Securities Ltd
Financial ServicesView the employees at
Whitechurch Securities Ltd-
Poppy Seager Director of Marketing and Corporate Coordination at WHITECHURCH SECURITIES LTD
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Bristol, England, United Kingdom
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Rising Star
Daniel Gregory Director at Whitechurch Securities Ltd-
Bristol, England, United Kingdom
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Rising Star
Matthew Carter Marketing Executive-
Bristol, England, United Kingdom
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Rising Star
Rob Milsom Investment Operations Manager at WHITECHURCH SECURITIES LTD-
Bristol, England, United Kingdom
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Rising Star
Klara Czuraj Discretionary Administrator at Whitechurch Securities Ltd-
Bristol, England, United Kingdom
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Rising Star
Overview
AWARD WINNING INVESTMENT MANAGEMENT Whitechurch Securities is a privately owned Wealth Management Boutique established in 1982. We are a family run business that is not influenced by external shareholders or short-term profits. We are focused on the longevity of both our investments and future of our world alike. Ethical and sustainable decisions are at the heart of our operations 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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