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We do not define relationships with our clients by the size of their investable assets, so we do not set an arbitrary minimum threshold. Rather, our prime concern is to establish whether there is the essential 'fit' between a prospective client and our services

The benefits of Church House Investor services

  • Bespoke portfolio management
  • Transparent cost structure
  • Access to your own client manager
  • Efficient and friendly administration

Your investment portfolio

Ensuring you are reassured and confident about your investment portfolio is an essential part of our service. This means you can expect clear and timely communications depending on your requirements.

You will receive regular hard copy portfolio valuations that are provided in a clear and easy to understand format.  

We understand that your financial circumstances may change and that your investment objectives can evolve. We always take the time to listen to your requirements and regularly review your portfolio to ensure it is still meeting your individual needs.

Most importantly, you will have direct access to your client manager – either over the telephone or face-to-face. Although an increasingly rare feature in the investment management industry, we truly believe this direct relationship ensures your portfolio will always reflect your individual circumstances.

Tax Facts for 2018/19