Whitechurch Securities Ltd
Website: www.whitechurch.co.uk
Introduction
Whitechurch Securities Ltd is an independent investment management firm with over 35 years’ experience of wealth management. We provide services exclusively to Financial Advisers who maintain the client relationship, whilst our fully qualified investment team take full responsibility for the construction, active management and administration of your investment portfolio. We offer award winning investment services, ranging from low entry model solutions to bespoke solutions, with clearly defined risk profiling. This includes: Dynamic Planner ratings available on a wide range of models, performance and Due Diligence independently assessed by Asset Risk Consultants (ARC). Ethical investment solutions are available across our range of portfolios with a three year performance record. Portfolios are administered in-house or on Platform with transparent and competitive charges and we have a dedicated team working closely with Financial Advisers.
Models
Dynamic balanced, Dynamic cautious, Dynamic defensive, Dynamic growth, Dynamic steady growth.
Whitechurch PMS Ethical Balanced
Whitechurch Prestige Ethical I&G Risk 4-7
Charges
Dynamics 0.20% + VAT
Whitechurch PMS Ethical Balanced 0.35% + VAT
Whitechurch Prestige Ethical range 0.40% + VAT
Contact details
Catriona Evans, Business Development Operations Manager:
Direct Line: 0117 452 1216
Head Office: 0117 452 1206
Email: catriona.evans@whitechurch.co.uk
Phil Miller, Business Development Manager
Mobile: 07880 385457
Head Office: 0117 452 1206
Email: Phil.Miller@whitechurch.co.uk
Legal disclaimer
This website is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. The content on this website has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice.
Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content on this website prepared or provided by third parties, nor the accuracy and completeness of that content.
Third parties are any person other than an Aviva company or Aviva employee. By allowing third parties to publish material on this web page Aviva is not endorsing the contents of that material. Any views expressed are the views of that third party and Aviva does not endorse those views.