Understanding risk helps our clients avoid surprises
Contact us
Full Private Banking Advice
Keith Edwards
James Johnsen
Amanda Loram
Investment Management
Graham Hughes
Pensions Advice
Stephanie Bebbington-Dyke
Peter Burton
Banking Deposits
Phillip Slade
Bank Lending
Sue Best
Tax Compliance
Karen Blake
Trust Administration
Ann Hallett
Investment Management
Discretionary Portfolio Management
Discretionary portfolio management is the process by which we take responsibility for management of your investment portfolio. Our objective is to provide you with a mix of investments that both fulfils your financial aims and is appropriate for your circumstances.
The investment managers and private bankers at Church House have had years of experience with some of the City’s leading banks and investment managers.
We aim to provide you with consistent results in accordance with agreed objectives.
We make no charge for any of our initial meetings and initial advice.
If you telephone you will always be answered by one of us and not a wretched machine or ‘voice mail’.