Whitechurch Securities
Whitechurch Securities is a wealth management firm that has been providing discretionary management services since 1982. The firm focuses on delivering investment solutions to meet individual client needs, with an emphasis on ethical and sustainable investment practices.
- Ethical Investments
- Personally Tailored Service
- Portfolio Management Service
- Discretionary Management Services
- Prestige Investment Management Service
Locations
Competitors
RC Brown is an award-winning investment management firm owned and run by seasoned City fund managers, with a long track record of managing funds for large financial institutions.
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Rowan Dartington is a wealth management firm that provides bespoke investment solutions and financial planning services.
Parmenion is the UK's best investment platform, designed to support financial advisers with a comprehensive range of investment solutions.
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Company Details
Whitechurch Securities is operated by Whitechurch Securities Limited and is a Active company incorporated on 28 July 1981 with the registered office located in Bristol, Bristol. Whitechurch Securities Limited was registered 44 years ago.
Status
Active
Size
Small
Directors
6
Age
44 years old
Employees
35
Turnover
£3.2M
Total Assets
£2.6M
Cash in Bank
£1.74M
Total Liabilities
-£383.93K
Teams
22
11
6
4
2
4
Non Executive Director • Joined Dec 2019
Director
Sales Manager
Compliance Director • Joined Nov 1999
Compliance Director
Head Of Distribution
Business Development Manager • Joined Jan 2014
Investment Operations Manager • Joined Jun 2019
Retired Investment Manager
IFA Liaison Manager • Joined Jan 2011
Non Executive Director • Joined Dec 2019
Director
Sales Manager
Head Of Distribution
Business Development Manager • Joined Jan 2014
Investment Operations Manager • Joined Jun 2019
Retired Investment Manager
Business Development Operations Manager • Joined Nov 2019
Director Of Marketing & Corporate Coordination • Joined Sep 2020
Financial Adviser • Joined May 2010
Administrator
Sales Administrator
Accounts Administrator • Joined Aug 2010
Client Services Administrator • Joined Sep 2024
Investment Operations Manager • Joined Jun 2019
Accounts Administrator • Joined Aug 2010
Senior Investment Analyst • Joined Oct 2022
Investment Assistant • Joined Jun 2022
Financial Adviser • Joined May 2010
Financial Adviser • Joined Oct 2021
Compliance Director • Joined Nov 1999
Compliance Director
IFA Liaison Manager • Joined Jan 2011
Discretionary Investment Administrator • Joined Jul 2015
Whitechurch Securities Ltd • Joined Dec 2015
Finamcial Adviser • Joined Oct 2021
View 22 members