Tools

The Adviser Fund index, or set of indices, are designed to act as indicators of the UK funds market. The AFI provides a benchmark against which the investment community can compare fund portfolio performance, as well as offering a relevant flagship index for the funds market.

Select one of the Panellist below for further information.

AFI Panellist

Company	Name
AB Investment Solutions	Paul Warner
AFH Independent Financial Services Ltd	Stephanie Holmes
Beckett Financial Services	Samantha Owen
Chelsea Financial Services	Darius McDermott
City Asset Management	James Calder
Dart Capital Limited	Richard Whitehead
Fiducia Wealth Management	Gordon Kearney
Hartsfield	Gareth J. Lewis
Murdoch Asset Management	Austen Robilliard
Rowan Dartington	Tim Cockerill
Saunderson House	Ben Williams
Save & Invest (Financial Planning) Limited	Jeffrey Deans
Whinchat Financial Planning Ltd	Christopher Wise
Whitechurch Securities Limited	Jonathan Moyes

Company Profile

Whitechurch Securities Limited

Photo of Jonathan Moyes

Whitechurch Securities specialise in financial advice and discretionary management services. Our assets under discretionary managements are in excess of £300m. Whitechurch is committed to increasing client portfolio values over the longer term by employing a research intensive process. The key objective is to ensure that clients’ receive suitable portfolios that meet their risk / reward criteria. We believe that the key determinant in investment performance is the mix of asset classes into which the portfolio is invested. Asset allocation is formulated through the structured investment meetings, based on top down views of the relative value of and between asset classes going forward, given the investment climate. We employs a core/satellite approach, whereby the mainstay of the portfolio will comprise of “buy and hold” investments that are chosen based on their long-term value dynamics and their potential to offer an attractive long-term risk/reward profile. These will be supplemented by adding short-term tactical positions, used to exploit short-term valuation anomalies and cyclical opportunities and threats. We use an in-house quantitative driven process to analyse funds for consistency of performance, but place emphasis on meeting fund managers in person to understand their investment philosophy and process in detail.

Quick Statistics


Company Name	Whitechurch Securities Limited
Company Website	www.whitechurch.co.uk
Year Established	1982
Client Base	7,000
Funds Under Management (£)	400,000,000
Number of Employees	35
Number of Offices	2
Annual Company Turnover (£)	6,300,000