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Whitechurch Financial Consultants
       
 
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Whitechurch Financial Consultants
 
 
Overview: 

Whitechurch Financial Consultants are a highly experienced team of fully qualified financial advisers committed to providing restricted financial advice.

We passionately pursue higher levels of professionalism, ethical and behavioural standards; we strive to ensure skills and technical knowledge are continually refined ensuring our clients benefit from sound, quality driven advice.

Chartered Award

We are Chartered Financial Planners. Only a minority of financial advisory firms have been awarded this title, reflecting our commitment to professionalism, capability and ethics.

Chartered status is an exclusive title only awarded to firms that meet rigorous professionalism and capability criteria. All Chartered Financial Planners commit to the Chartered Insurance Institute (CII) Code of Ethics, reinforcing the highest standards of professional practice. As the premier professional body for the financial services profession, the CII promotes higher standards of integrity, technical competence and business capability. With over 100,000 members in more than 150 countries, the CII is the world’s largest professional body dedicated to this sector.

Ethos

Our ethos complements our Chartered status and embeds our treating customers fairly philosophy. Our focus is on quality advice and providing tailored solutions. We value our clients and restrict our advice to the extent that we will not consider or recommend esoteric high risk products. We are also extremely proud of our award winning investment team, therefore, where

Discretionary Fund Management is both suitable and appropriate our advisers will only recommend the in house team.

Expertise

Although all our advisers are capable and well qualified, we have experts in specific fields, including pensions and estate planning. This expertise can be called upon in more complex cases.

Holistic Approach

We look at the bigger picture, not just the immediate concern. We don’t just talk, we listen. We consider all influences, requirements and concerns. We don’t just recommend, we guide. The product we promote is comprehensive financial planning. Transactions may or may not follow.

All recommendations made by our consultants are drawn from the recommended lists constructed by the research department at head office. While we are very much an investment-led Financial Advisers, we can offer expert advice on a wide range of areas of personal finance. The website offers an insight into why we feel you would benefit from using our services.


 
 
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