Christchurch Investment Management Ltd (CIM) can trace its origins back to the 1980s. We are an independent firm of specialist financial planners and portfolio managers, whose aim is to provide our clients with entirely unbiased and professional advice. We also aim to provide a truly personal service tailored to meet your financial circumstances and requirements.
We can advise you on all aspects of your personal investment and financial planning requirements, whether you are living in the UK or overseas.
We have considerable knowledge of and experience in the management of investment portfolios, ISAs and SIPPs, the management of which is available on either a Discretionary or Advisory basis, depending on how involved you wish to be in the day to day decision making process. This knowledge and expertise extends to most aspects of tax and financial planning advice and pre and post retirement pension planning. We can also offer advice on residential property finance and lifetime mortgages.
We have been entrusted with clients’ money for many years and in some cases, from more than one generation. The majority of these clients have been introduced to us by referrals from existing clients and from our professional contacts.
CIM are remunerated by either fees or commission, or a combination of the two, details of which will be fully explained to you before we undertake any work on your behalf. Our initial meeting with you will be without charge and without obligation.