What makes us different

A personal message on what investors can expect from Church House

With so many choices for investors, it is important to understand what makes Church House different from other wealth managers. In this short video James Johnsen, Director and Head of Private Clients outlines the qualities and priorities that set us apart. 

Below you can learn more about our key strengths. 

More on our strengths

Our role is to help people

Plans and strategies to secure your best financial future

Whatever your stage in life, whatever your priorities, we are here to help you invest to achieve your goals.

From generating an income to support the lifestyle you deserve, to the peace of mind that comes from getting your finances in order and from giving children the best start in life to fulfilling lifelong ambitions, we can help you build a plan.

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Range of investment propositions

Through the choice and flexibility of our products and services, we cater for all your wealth requirements, from straightforward portfolios to more complex investment needs.

Our diversified portfolios, which skilfully balance risk and reward, combined with our long-term investment record and reputation for service excellence has kept our clients happy for over 20 years.

Learn about our portfolios

A personal approach to investing

We understand that no two people or families are the same. Choice and flexibility are critical to ensuring our clients receive suitable investment solutions for their personal needs and aspirations.

We only recommend our own investment solutions and if applicable, investment accounts from a small range of providers. Click here to learn more.

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Generational investing

Our approach lends itself to looking after the varied interests of different generations of the same family

Read our brochure

Focus on protecting capital

Our management seeks to deliver the returns investors expect without the shocks they fear

More on our investment approach

Planning and Portfolios

We provide investment solutions to meet a variety of needs.

Our services

Value for money

Our charges are designed to ensure that investors receive the maximum returns and best service

How we work with you

We operate a tried and tested process for providing a recommendation for a suitable portfolio

  • Introduction to our products and services
  • Review of your current circumstances including a discussion around your needs and aspirations
  • Assessment your tolerance for investment risk and capacity for loss
  • Analysis of any existing investments
  • Preparation of a personalised investment proposal
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What our clients say

There is no better way of evidencing the results of our approach than through the words of our clients.

Find out how we can help you

Church House is a rarity these days – a business that actually does focus on the needs of its clients by providing a truly personal level of service. Their level of communication with their customers is particularly good, with responses to queries on investment concerns prompt and efficient. They have always been there when we needed them and we are delighted that our investments have allowed us to achieve some of our special ambitions.

Jeremy and Maggie Corke

I have been with Church House for many years. Our questions are always answered clearly in a language we understand. Over the years, not only have they managed my money but also run my mother’s portfolio and my aunt’s, and I hope that one day my daughters will follow on. Church House has become a family tradition.

Dorothy Glenday

Our contact with Church House Investments over many years has been instructive and helpful. It has always been comforting to feel our funds are in such safe and progressive hands. The support we have received from our advisers has been invaluable and we so appreciate their friendship and help. This has led to us recommending to our next generation the same advice and guidance, which they greatly appreciate.

Bridget Fairlie

I don’t know how you do it, no, I’ll correct that, I think I know, you at Church House Investment Management are switched on to every potential nuance and potential change in the market so that downward and upward trends are spotted in advance.  Thank you in particular, and your team in general, for delivering such good returns.  A foolish man is he who doesn’t strive to invest more with you and that will be my aim in the coming years.

John Sharp

Sustainable Investing

At Church House, we have always considered that investing in companies with properly sustainable practices and business models, which are run by people with integrity, is an integral part of what we do.

Church House has been included in the Financial Reporting Council’s list of successful signatories to the UK Stewardship Code, which establishes a high standard of stewardship for asset managers, asset owners and service providers when investing money on behalf of UK savers and pensioners. The updated 2020 code also target the integration of Environmental, Social and Governance matters into the investment approach and decision-making process.

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Insights, news and Opinion

Keep up to date and read our opinion on key investment topics.

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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
  • j.johnsen@church-house.co.uk