Whitechurch Securities Limited

Name: Whitechurch Securities Limited
Address: Whitechurch Securities Ltd, 14 Fairview Drive, Bristol, Bristol, City Of, BS6 6PH, GB
Telephone: 0117 452 1208
Price range: $$
Rating: 3.8

aka Whitechurch Securities Limited

Authorised FRN 114318 3.8 (8)

About

Whitechurch Securities is an independent, family owned, award winning Wealth Management Boutique established in 1982.We provide a range of competitively priced Discretionary Management Services; from low entry model portfolios to bespoke solutions for high net worth clients with Ethical Investment options throughout. These services are available to financial advisers who maintain the client relationship whilst we provide investment expertise.

Source: whitechurch.co.uk

Contact & Location

Address

The Old Chapel, 14 Fair View Dr, Redland, Bristol BS6 6PH, UK

More advisers in Bristol, City of

Phone

0117 452 1208

Website

whitechurch.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Wealth Management Investments Pensions Retirement

Regulatory Information

FRN: 114318
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (10)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Safeguarding and administration of assets (without arranging)
✓Arranging safeguarding and administration of assets
✓Advising on P2P agreements
✓Managing investments
✓Dealing in investments as agent
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 01576951
Company Status: Active
Incorporation Date: 28 July 1981
Directors: 3
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (17)

Daniel Matthew Gregory
Approved
Robert Edward James Dyte
Approved
Amanda Jane Tovey
ApprovedCertified
Barry James Kane
ApprovedCertified
Timothy Jones
Certified
Christian John Burgess
No longer required
Gaynor Ann Newman
No longer required
Poppy Alice Say
No longer required
Lauren Victoria Greatorex
No longer required
Simon James Snook
ApprovedCertified
Steven Jones
ApprovedCertified
Ian Geoffrey McIver
ApprovedCertified
Jonathan Lindsay West
ApprovedCertified
Andrew Ferguson
ApprovedCertified
Daniel Christopher Britton
ApprovedCertified
Neil Oliver Rushton
ApprovedCertified
Gavin George Johnson
ApprovedCertified

Google Reviews

3.8

8 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Bristol, South West
24 years FCA-authorised
20 registered individuals
5 specialisms
10 FCA permissions
CH 01576951

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.