In accessing this website, you agree to the terms and conditions of its use, which are accessible here.
Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
Working with fellow professionals to create positive client outcomes
On many occasions, our clients need the support of other professionals such as solicitors, attorneys and accountants. We are very experienced in co-operating with others specialists to ensure our investors get the best possible solution for their needs.
The choice and flexibility of our products and services appeals to other professionals when recommending Church House to their clients.
This combined with our long-term investment record and reputation for service excellence, gives them real confidence when introducing us to prospective investors.
A wide selection of Private Client Guides that cover a range of wealth planning and investment topics.
To help prospective and existing investors make more informed decisions about their wealth we have produced a series of easy to read guides. Topics range from a basic introduction to Investing to ideas for Retirement Planning. Other examples include a Guide to ISA's and one for Self-Invested Personal Pensions.
The goal for these is to provide an introduction to some key areas that investors will encounter when considering options for optimising their wealth. Plus, they can also appeal to savers who perhaps unsure about how to start investing.
Please note these guides are for information purposes only and as such they do not constiute advice or a personal recommendation.
We recognise that you need to work hard to build mutually successful business relationships.
A key way we do this is by running events for like-minded professionals. Our goal is to share insight on the latest investment trends whilst also supporting valuable networking.
Church House Investment Management CEO and CIO, James Mahon, will share concerns of rising tensions over trade wars and market dislocations, while our our guest speaker, Adrian Moss from Pennningtons Manches LLP, will deliver expert opinion on where Trusts can be highly effective in minimsing the impact of tax on investing.
Church House Investment Management CEO and CIO, James Mahon, will share concerns of rising tensions over trade wars and market dislocations, while our our guest speaker Cheryl Farnham, the new Chair of STEP West of England and Director of Arcadia Legal & Trus will discuss how to add value through proactive trustee meetings and how best to work with investment managers to maximise tax efficiency.
If you would like to know more about how our products and services can benefit your clients or to discuss collaboration opportunities, please get in touch here.
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