Individuals and families

Financial well-being is of paramount importance. It includes the security of individuals and their families while also providing the opportunity to achieve long-held ambitions. It is not something that happens by accident. Most of it is the result of careful and considered planning together with prudent and effective management of wealth.

At Church House we provide a flexible and proven set of products and services designed to deliver to client expectations. Our goal is to deliver peace of mind and to make the process of investing a pleasant one.

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  • 10 Questions to ask your Investment Manager or Financial Adviser

Financial Advisers & Wealth Managers

The investments solutions offered by Church House, including our range of funds, are accessible to a range of investment professionals. From Financial Advisers to Private Client Managers, and from Asset Management firms to Execution-only services, we have something valuable to offer.

Our flagship Absolute Return and Fixed Interest funds are complimented by a Managed Portfolio Service, which is administered using award winning technology.

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Trustees and Charities

Our portfolios and funds are ideally suited to those with the responsibility for making investments on behalf of others. From simple Trust arrangements to Charity clients, we have a compelling story that combines robust risk management with unrivalled service and support.

The values of Church House together with our investment focus on capital preservation, make us a natural choice for Trustee investment.

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In 2016 The Royal Humane Society selected Church House Investment Management to look after our investments. Ever since those early days our trust in Church House has steadily grown, along with our assets, and I am delighted to say that the relationship between us is excellent. We feel both very safe and very well advised. I should also add that the personal service Church House offers is exceptional – they are proactive, refreshingly approachable, and very patient!

Andrew Chapman

Secretary of the Royal Humane Society

“Church House Investments have been amazingly supportive of our charity Style for Soldiers for a number of years, and have been invaluable in terms of investing and managing our charity funds.  In this current climate of increased charity commission scrutiny, Church House have also made a significant contribution to our positive audit trail and good governance processes. The board of Style for Soldiers can sleep well knowing that the charity’s funds are professionally managed and in the best possible hands.

Style for Soldiers’ investment decisions make a material difference to the lives of our most seriously injured former service personal and we are enormously grateful for the on-going professional support of Church House because the board knows that the advice we are being given is first class. Church House Investments is now a key part of our Style for Soldiers team ”

Maria Witchell

Trustee at Style for Soliders

Professional Service Providers

Many private client investors combine the investment expertise of Church House with the specialist support of others professional service providers, such as solicitors and accountants.

This holistic approach has many benefits and we support the collaborative working that helps investors optimise their wealth.

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