Whitechurch Securities LTD
WS
Financial Advisors
Whitechurch Securities LTD
The Old Chapel, Bristol BS6 6PH
# Whitechurch Securities: Business Description
Whitechurch Securities LTD was a Bristol-based investment and custody services provider that has ceased operations following its acquisition by Ascot Lloyd Limited in 2024. The firm previously offered discretionary fund management (DFM) solutions and investment custody services to clients seeking professional portfolio management.
The business served private investors and clients requiring specialist investment solutions managed through its proprietary custody platform. Whitechurch differentiated itself through tailored investment strategies accessible via its customer portal, allowing clients to monitor their portfolios directly.
However, the company is now in wind-down mode. Investment services formally ceased on 10th November 2025, marking a significant shift in operations. As part of the acquisition integration, Whitechurch no longer accepts new custody or investment business. The firm is actively transitioning existing clients away from its platform—those invested directly through Whitechurch custody must move their funds immediately, whilst clients using third-party platforms hosting Whitechurch solutions should also relocate their investments promptly.
The customer portal is scheduled for closure before the end of 2025. Current clients receive support through successor contact channels and are advised to engage with their existing advisers or contact Ascot Lloyd directly for guidance during the transition period. This represents a complete strategic pivot from active service provision to orderly wind-down and client transition management, with Whitechurch's legacy business being absorbed into its parent company's operations.
Whitechurch Securities LTD was a Bristol-based investment and custody services provider that has ceased operations following its acquisition by Ascot Lloyd Limited in 2024. The firm previously offered discretionary fund management (DFM) solutions and investment custody services to clients seeking professional portfolio management.
The business served private investors and clients requiring specialist investment solutions managed through its proprietary custody platform. Whitechurch differentiated itself through tailored investment strategies accessible via its customer portal, allowing clients to monitor their portfolios directly.
However, the company is now in wind-down mode. Investment services formally ceased on 10th November 2025, marking a significant shift in operations. As part of the acquisition integration, Whitechurch no longer accepts new custody or investment business. The firm is actively transitioning existing clients away from its platform—those invested directly through Whitechurch custody must move their funds immediately, whilst clients using third-party platforms hosting Whitechurch solutions should also relocate their investments promptly.
The customer portal is scheduled for closure before the end of 2025. Current clients receive support through successor contact channels and are advised to engage with their existing advisers or contact Ascot Lloyd directly for guidance during the transition period. This represents a complete strategic pivot from active service provision to orderly wind-down and client transition management, with Whitechurch's legacy business being absorbed into its parent company's operations.
Services offered
Discretionary fund managementInvestment custodyPortfolio managementInvestment solutionsClient advisory servicesWealth management