Whitechurch Securities Reviews 4

TrustScore 2.5 out of 5

2.6

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Company details

  1. Financial Consultant
  2. Financial Planner
  3. Investment Company
  4. Investment Service

Written by the company

Whitechurch is a family-owned Wealth Manager with a personal touch. Bristol-based but UK-wide, knowledge has been built up over 40 years within both financial advice and investment services. Whitechurch Securities offers a range of investment services that are available to IFAs via their Discretionary Fund Management (DFM) service. Its sister company, Whitechurch Financial Consultants, offers a range of advisory and financial planning services which encompasses wealth management, retirement planning, long term care planning, inheritance tax planning and mitigation, and protection assessment and implementation. As a family run business, we pride ourselves on getting to know our clients personally and we are focused on the longevity of both our client's investments and future of our world alike. Ethical and sustainable decisions are at the heart of our operations.


Contact info

2.6

Poor

TrustScore 2.5 out of 5

4 reviews

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1-star

Hasn’t replied to negative reviews

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Rated 1 out of 5 stars

Scum

As per the previous review, I "invested" in 2000 and only got back 80% of my money this year - barely 40% in real terms. How is that possible? They could have put it under their luxurious mattress and done better. I honesty believe that such bad results in a time of booming stock markets - the S&P500 has more than quadrupled - can only have been deliberate. Multiple appeals to their conscience (!) to return the original sum, not even allowing for inflation, have simply been ignored, not even an excuse as to why that would not be possible. Ill health, as they know, meant that I lost track of the account. It was a small inheritance - extremely small by their standards - and I was conned by adverts boasting of doubling the money in five years. Avoid at all costs!

May 16, 2025
Unprompted review
Rated 5 out of 5 stars

Very efficient, good returns

Whitechurch is the most efficient business that I deal with. Quick responses from real people, clear paperwork, helpful information. Our investments have done very well over the years we've been using them.

June 23, 2022
Unprompted review
Rated 5 out of 5 stars

Very Pleased

I found Whitechurch Securities extremely helpful and understanding when dealing with my mothers finances and investments. They were patient and explained things in relatively simple terms that were easy to understand for my mother. Since investing the funds have done well even with all the Covid problems and the fact the investments are ethical is also quite re-assuring.

January 13, 2021
Unprompted review
Rated 1 out of 5 stars

Useless and Incompetent Investment Firm...

Useless, incompetent wealth management and discretionary fund management firm. Made an investment in their Aggressive Growth Portfolio in March 2001 and through 2020 it has never made a positive return due to high charges and utterly incompetent performance by their portfolio manager[s]. All this despite phenomenal global stock market growth over the period. A brain damaged monkey could have delivered better investment performance. The portfolio should be re-named the Aggressive Underperformance Portfolio. Their staff are also unhelpful and arrogant. Do not trust your money to this company.

December 13, 2020
Unprompted review

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