Church House is a private, independent investment management firm that has been in existence for over 20 years.
Our dedicated team of client and relationship managers are on hand to recommend investment strategies that can help people achieve a wide range of goals. So whether the focus is on building retirement savings, funding tuition or university fees, preserving the proceeds of a business sale, or simply increasing wealth, we can offer a range of solutions.
We believe that successful investment management requires effective risk management. This leads to an emphasis on the preservation of capital and to aim to offer investment returns that are always in line with clients’ expectations. Our clients’ investment portfolios are managed on a discretionary basis, which gives us the freedom to make changes when it is beneficial to do so and gives them the peace of mind of knowing their investments are in their hands. experienced.
Unlike many of our peers, we use our own range of investment funds as the “building blocks” of our portfolios, which combines the advantages of better risk control and greater transparency about investment. where our clients’ money is invested.
The qualities and background of Church House has enabled us to be trusted advisors to generations of families, many of whom have a history in business.
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We aim to help people grow their wealth to achieve their personal aspirations and support their families’ financial future. We focus on investing, which allows us to focus on what we do best. Without the commercial pressure of significant external shareholders, we are free to focus on building a business that puts customers first.
Our primary role is to provide our customers with advice they must make practical plans for the years to come. This involves establishing a detailed understanding of their current situation, their goals for the future and, most importantly, their tolerance and ability to take investment risks. For those with more complex needs, we work with other professional service providers to create more holistic solutions.
From there our experimented relationship managers and a skilled investment team work together to design appropriate investment solutions. We take the responsibility of managing our clients’ money very seriously and, where possible, seek to invest in companies that demonstrate a strong will and determination to apply positive environmental and social practices as well as good governance. business.
Our experience in delivering the results our clients expect without the shocks they fear creating stability and the trust that forms the basis of a long-term working relationship.
The service we provide must adapt to changing client circumstances, so we pride ourselves on being available at all stages of our client’s life. journey. The integration of sound advice, intelligent investment management and personalized service makes it easier to invest, and clients therefore come to highly value the Support that Church House provides.
At Church House Investment Management, we only make recommendations from our range of investment portfolio services and associated accounts. Full details of the nature of our services are available at www.ch-investments.co.uk/important-information or can be provided on request.