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.
View Top Employees from Whitechurch Securities LtdWebsite | http://www.whitechurch.co.uk |
Revenue | $10 million |
Employees | 41 (41 on RocketReach) |
Founded | 1982 |
Phone | +44 1245 283594 |
Fax | +44 117 916 6151 |
Technologies |
JavaScript,
HTML,
Google Analytics
+14 more
(view full list)
|
Industry | Financial Services, Finance General, Portfolio Management Service, Finance, Prestige Investment Management Service, Direct Equity Services - Combined and Personally Tailored |
Web Rank | 14 Million |
Keywords | Please Send Us Your Service Portfolio And Fee, Dan Greogorty Whitechurcfh, Whitechurch Securities Online Valuations, Finance Firms In Bristol, Pre Sale Costs |
Competitors | Bentley Reid, Cassaday & Company, Inc., EQ Investors, Psigma Investment Management, a Canaccord Genuity Company, Wealth Management, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Whitechurch Securities Ltd employee's phone or email?
The Whitechurch Securities Ltd annual revenue was $10 million in 2024.
Kean Seager is the Chairman of Whitechurch Securities Ltd.
41 people are employed at Whitechurch Securities Ltd.
The NAICS codes for Whitechurch Securities Ltd are [523, 52399, 52, 5239].
The SIC codes for Whitechurch Securities Ltd are [628, 62].