Bristol-based wealth management boutique Whitechurch Financial Consultants has continued to grow with the acquisition of another client bank, adding a further £31m to its assets under advice.
The client bank, which is based in the South West, is now in the final stages of being integrated into Whitechurch’s financial advice arm. 
It is the third acquisition by Whitechurch over the past two years and forms part of the company’s plan for development.
Whitechurch offers flexible options to financial advisers looking for a reliable and professional home for their clients following their retirement or exit of the industry.
It works with a select few advisers over a time frame to ensure the transition for clients is smooth and well managed.
Privately owned Whitechurch was established in 1982 and has been providing discretionary fund management (DFM) to private individuals, trusts, charities and small businesses since 1990.
It has more than 5,000 DFM clients and assets under management of £404m. It works closely with financial advisers to provide investment services to private clients, specialising in building multi-asset portfolios and offering services which range from low entry model portfolios to bespoke solutions for high-net-worth clients.
Last year it was short-listed in the ESG Investor of the Year category of the Business Green Leaders Awards. This year it was awarded five stars in the Adviser Service Awards and won Best Discretionary Wealth Manager 2021 Awarded Excellence in Ethical Investments 2021.
