Power of collaboration

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.

Range of propositions

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.  

Learn about our Portfolios

Helping investors make better decisions

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. 

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Professional development events

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.

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Upcoming and past events

Navigating a course through Trade Wars and Tax

A professional development event for Trustees, Family Offices and Professionals which qualifies for 2 hours of CISI approved CPD.

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. 

Find out more

Navigating a path through Trade Wars and Tax

A professional development event for Trustees, Family Offices and Professionals which qualifies for 2 hours of CISI approved CPD.

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.

Find out more

Valuable content

Client communications are important for all businesses.

At Church House, we regularly produce content, which we are happy to share with other professional firms to help add value to their clients.

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