Whitechurch Securities Revenue
Financial Services • 
Bristol, England, United Kingdom • 21-50 Employees
Whitechurch Securities revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $569,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Key Contacts at Whitechurch Securities
Gaynor Newman
Compliance Director
Bob Simpson
Compliance Director
Daniel Gregory
Director
Company overview
| Headquarters | The Old Chapel, 14 Fairview Drive, Redland, Bristol, BS6 6PH, GB |
| Phone number | +441179166151 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Investment Services, Discretionary Fund Management, Portfolio Management Service, Prestige Investment Management Service |
| Founded | 1982 |
| Employees | 21-50 |
| Socials |
Whitechurch Securities Email Formats
Whitechurch Securities uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@whitechurch.co.uk), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@whitechurch.co.uk | 70% |
{first initial}{last name} | jdoe@whitechurch.co.uk | 15% |
{first name}.{last name} | john.doe@whitechurch.co.uk | 15% |
About Whitechurch Securities
AWARD WINNING INVESTMENT MANAGEMENT Whitechurch Securities is a privately owned Wealth Management Boutique established in 1982. 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Whitechurch Securities has 13 employees across 4 departments.
Departments
Number of employees
Funding Data
Whitechurch Securities has never raised funding before.
Whitechurch Securities Tech Stack
Discover the technologies and tools that power Whitechurch Securities's digital infrastructure, from frameworks to analytics platforms.
Advertising
Tag managers
Hosting
Operating systems
JavaScript libraries
JavaScript libraries
Analytics
Web servers
Marketing automation
Analytics
Web frameworks
Maps
United States
France
Canada
Germany
Frequently asked questions
4.8
40,000 users
