With assets under management in excess of £1 billion, Church House Investment Management is a fund and portfolio manager offering specialist services to individuals, financial professionals and institutions for over 20 years.
Welcome to Church House Investment Management
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Registered in England and Wales No. 03475556
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested. Church House Investments Limited is authorised and regulated by the Financial Conduct Authority
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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 together to deliver positive client outcomes
We have a team of experienced Relationship Managers who regularly work with other professionals such as solicitors and accountants, to create comprehensive solutions that can address simple or complex client needs. Our experience is that clients and prospective clients welcome this approach, and by partnering together each service provider adds more value to the relationship.
I have found Church House to be great to work with. Approachable, straightforward, professional and they understand how important it is to do a good job for my clients
Associate Solicitor at Wollens
I have worked with Church House Investments for over a decade and their approach, accessibility and professionalism is always at the highest level, be it in relation to personal matters or trusts. I am more than confident to do business with them with on the trusts that I manage and for the individuals that I advise (hence why I am also a client!).
Director of Arcadia Trust Group
Working with STEP members
Sponsors of the STEP West of England branch
As long-time STEP supporters, we recognise the value it adds to professional service providers. Our role as sponsors of the South West branch ensures we play an active role in the organisation. This engagement with STEP has helped us form many successful relationships with solicitors and others, allowing us to partner with them to help more families and trustees put successful investment management strategies in place.
At Church House we believe that part of our role is improving understanding around investments. Although a complex area, it is still possible to understand the key concepts that will help people avoid costly mistakes.
Our view is there is no such thing as a silly question and so we encourage everyone to query anything they do not fully understand. Furthermore we have some useful guides on key topics to help develop knowledge.
Our team of Relationship Managers enjoy working with professional partners to help expand knowledge within their teams so they are better placed to recognise areas where their clients would benefit from help.
An important part of our approach is engaging with other local businesses to help support each other. We are pleased to be members of both the Dorset and Somerset Chambers of Commerce. These organisations enable us to get to know many great businesses across the South and South West and hopefully share some good practice.
On a more local level we are also members of the Sherborne Chamber of Trade and Commerce, which ensures we are close the community in which our Dorset office is based.
Delivering compelling content
We welcome opportunities to collaborate with partners on joint initiatives or to share speakers to compliment in-house events. Broadening the content of events is a great way to increase appeal and attract new audiences.
In additon, we run our own events for Professional Partners, where we share insight and best practice from the world of investing. These support the requirement for continuing professional development.
Our team also enjoy networking and social events where they can foster good relationships and have some all important fun.