Brochures and other information

Supporting materials on our products and services


  • Working with Church House Investment Management

    An outline of the process for providing investment management services
  • Managed Portfolio Brochure

    Details of our Managed Portfolio service
  • Tax Tables

    Information on allowances and other data for 2021-22
  • Beware of scams

    Top tips to help you avoid becoming a victim of investment fraud

Regulatory Documents

Documents which we are made available as part of our regulatory responsibilities. 

Contact us

To discuss how we might support you and your clients, or to find out more about our wealth management services, please contact us:

Andrea Steel Strategic Partnership Manager

Private Client Team

  • 01935 382625