Church House Investments - Private Clients
Andrea Steel has gained extensive experience in the financial services industry, starting as a Relationship Manager and advancing to roles such as Client Manager, Private Banker, and Wealth Manager. They have expertise in client relationship management, investment advice, and lending advice, with a focus on regulated mortgages. In their current role as Head of Private Clients in the South West and Strategic Partnership Manager at Church House Investment Management, Andrea oversees client relationships and manages the South Coast regional office. Their educational background includes a BSc in Financial Services and various certifications from institutions such as LIBF, The CISI, and the Chartered Insurance Institute.
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Church House Investments - Private Clients
We are a Private Client Manager operating for over 20 years, our experienced relationship managers are supported by investment management and client service teams. In addition to a choice of portfolios services, we also run a suite of six investment funds, which form the ‘building blocks’ of our discretionary management proposition. Each fund has a different objective making them ideally suited to use in diversified portfolios designed to provide a balance between risk and reward. For clients with needs outside our service offering, we collaborate with other professional advisers, such as solicitors and accountants, to deliver holistic solutions. This has led to the formation of a number of close working relationships. Our funds are also available for use by advisers and wealth managers for use in their client portfolios. Important Information The content on this channel does not constitute an offer or solicitation to any person in any jurisdiction to purchase or sell any investment. We recommend prospective investors contact us to discuss their personal circumstances before making any investment decisions. No information on this channel should be construed as providing financial, investment or other professional advice. At Church House Investment Management, recommendations made to Private Clients are only from our range of investment portfolio services and associated accounts. Full details of the nature of our services can be found at www.ch-investments.co.uk/important-information. 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. You should also be aware that past performance may not be a reliable guide to future performance. Church House Investment Management is a trading name of Church House Investments Limited, which is authorised and regulated by the Financial Conduct Authority.