Over the last two months, we have expanded our Client Services Team based in Sherborne and strengthened the group of Client Managers operating out of our London office. 

We welcome Alix Challis and Elini Brooks to our Client Services Team, led by Chris Stone. Animal lover and conservationist Alex brings a strong track record in finance administration. Elini is a Banking and Finance Graduate from the University of the West of England in Bristol who was looking for a career in investment management to build on her successful studies. 

James Johnsen, Director and Head of Wealth Management at Church House, explains the thinking behind these hires:

“Our industry is experiencing an unprecedented level of consolidation which presents an opportunity for a private and independent firm like CH. Individuals, families and trustees are becoming increasingly disenchanted by large service providers, dominated by shareholder interests. Instead, they seek firms that prioritise service and long-term personal relationships. A dedicated and accessible client service team is central to how we fulfil those needs and these new joiners are a sign of our commitment to continue operating in this way for many years to come”.

A further feature of personal wealth management from Church House is dedicated client managers, ensuring each client has a specific point of contact who is on hand to help them optimise their investment affairs. As a business, we are always looking for new talent to add to our pool of experienced professionals. 

The appointment of Benjamin Wilson as a Trainee Client Manager working from our London office is evidence of our focus on building a solid future for Church House. 

Ben, a self-confessed sports fanatic, previously worked in PR, where he specialised in finance, having earlier earned a post-graduate degree in International Business from City, University of London. He was attracted to Church House due to its focus on building relationships that make a real difference to the financial futures of its clients. And, according to his comment, so far, so good:

“Even from my experience over the last five weeks, it’s evident that Church House really believes in looking after its clients and employees”.

Jeremy Wharton, CEO of Church House, summed up how our latest joiners can help Church House continue to serve generations of investors:

“A key part of my role as Chief Exec is to ensure the long-term future of the business. I am passionate about providing a high standard of service and building relationships clients can rely on. Despite challenging economic times, I am committed to ensuring our standards remain high and helping a growing number of investors looking for a personal approach to protecting and growing their wealth.”