Joint events and speaking opportunities

We welcome opportunities to partner with Charities and Community Foundations on a variety of events including conferences and workshops. Our goal is to add value by sharing insights and best practice from the world of investing.

In recent times we have participated in a number networking sessions, sponsored regional conferences and have partnered with a foundation to a run seminars for Trustees.

Get in touch to discuss an opportunity

Charitable initiatives

Helping with campaign promotion

We use a variety of means to help promote the campaigns of our Charity clients and relationships. Examples include blogs, sponsorship, social media posts and, in the case of local initiatives, making content available in our offices.

Working with STEP members

Sponsors of the STEP West of England branch

As long-time STEP supporters, we recognise the value it adds to professional service providers. Our role as sponsors of the South West branch ensures we play an active role in the organisation. This engagement with STEP has helped us form many successful relationships with solicitors and others, allowing us to partner with them to help more families and trustees put successful investment management strategies in place.

More about STEP West of England branch

Contact us

To discuss your requirements, or to find out more about our wealth management services, please contact us:

James Johnsen Director

Joined Church House in 2003 following a career in the military which was followed by time with Merrill Lynch and an international private bank. 

  • 020 7534 9871

Paul Zoltowski Client Director

Private Client Team

  • 020 7123 4739