What makes us different

A personal message on what your clients can expect from Church House

With so many choices for investors, it is important to you and your clients to understand what makes Church House different from other wealth managers. In this short video James Johnsen, Director and Head of Private Clients outlines the qualities and priorities that set us apart. 

Below you can learn more about our key strengths. 

More on our strengths

Range of services

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.  

We only recommend our own investment solutions and if applicable, investment accounts from a small range of providers. Click here to learn more.

Learn about our services

Making it easy to do business

Many private client investors combine the investment expertise of Church House with the specialist support of other 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. Our goal is to make life easier for our partners; one key way we can do this, is by being clear about where we can help and which clients best suit the Church House proposition. 

Learn more

What our clients say about us

There is no better way of evidencing the results of our approach than through the words of our clients.

More about what we offer

Church House is a rarity these days – a business that actually does focus on the needs of its clients by providing a truly personal level of service. Their level of communication with their customers is particularly good, with responses to queries on investment concerns prompt and efficient. They have always been there when we needed them and we are delighted that our investments have allowed us to achieve some of our special ambitions.

Jeremy and Maggie Corke

I have been with Church House for many years. Our questions are always answered clearly in a language we understand. Over the years, not only have they managed my money but also run my mother’s portfolio and my aunt’s, and I hope that one day my daughters will follow on. Church House has become a family tradition.

Dorothy Glenday

Our contact with Church House Investments over many years has been instructive and helpful. It has always been comforting to feel our funds are in such safe and progressive hands. The support we have received from our advisers has been invaluable and we so appreciate their friendship and help. This has led to us recommending to our next generation the same advice and guidance, which they greatly appreciate.

Bridget Fairlie

I don’t know how you do it, no, I’ll correct that, I think I know, you at Church House Investment Management are switched on to every potential nuance and potential change in the market so that downward and upward trends are spotted in advance.  Thank you in particular, and your team in general, for delivering such good returns.  A foolish man is he who doesn’t strive to invest more with you and that will be my aim in the coming years.

John Sharp

Managed Portfolio Indices

Church House supports the STEP service MPI to improve transparency and engagement

A trustee's job is not an easy one, so we were keen to help by participating in the Managed Portfolio Indices service. At Church House, we understand that selecting an investment manager is a complex and important task, so we are delighted this free to use service is in place to help streamline the process. Finally, it is also an excellent resource for valuable investment insight, and it is great to be a trusted contributor. 

Learn more

Insights, news and Opinion

Keep up to date and read our opinion on key investment topics.

View all

Contact us

To discuss how we might support you and your clients, or to find out more about our wealth management services, please contact us:

Andrea Steel Head of Private Clients (South West)

Private Client Team

  • 01935 382625
  • a.steel@church-house.co.uk