Business Details
Trusted Financial Advisers in Bristol
Churchill Wealth Management is a team of highly qualified Independent Financial Advisers (IFAs) based in Clifton, Bristol, serving clients across the UK. With decades of collective experience in finance, our advisers hold prestigious qualifications including Chartered Wealth Manager, Chartered Fellow of the CISI, and PhDs in Investment Management. We specialise in providing tailored financial planning, investment management, pension advice, and estate planning services, prioritising long-term client relationships and bespoke solutions. Our commitment to excellence is reflected in our rigorous investment processes, holistic approach to financial planning, and dedication to continuous professional development. We offer a free initial consultation to ensure clients receive transparent, obligation-free advice aligned with their unique circumstances and objectives.
Services
Financial Planning
Investment Management
Pension Advice
Estate Planning
Retirement Planning
Served areas
- Bristol, Bath, Somerset, North Somerset, South-Gloucestershire
Highlights and features
- Financial Advice
- Wealth Management
- Pension Transfer
- Pension Planning
- Estate Planning
Associations and certifications
- Chartered Institute for Securities and Investments (CISI)
- Chartered Insurance Institute (CII)
What people say
Highly recommend
Incredibly knowledgeable
Professional service
Stress-free experience
Clear explanations
Services
Financial Planning
Our financial planning service creates tailored strategies aligned with individual goals, combining tax-efficient investments, pension optimisation, and risk management. We focus on long-term wealth preservation while adapting to changing life circumstances. Clients benefit from regular reviews and transparent communication throughout their financial journey.
Investment Management
We offer discretionary investment management using multi-asset portfolios tailored to risk profiles and objectives. Our quantitative approach ensures optimal asset allocation across equities, fixed income, and emerging markets, with periodic rebalancing to maintain strategic alignment and tax efficiency.
Pension Advice
Specialist pension advice covers SIPP setup, defined benefit transfers, and drawdown strategies. We help clients navigate complex pension landscapes to maximise retirement income while considering tax implications and legislative changes affecting pension benefits.
Estate Planning
Our estate planning service protects assets through trust structures and inheritance tax mitigation strategies. We address bloodline protection concerns and ensure smooth intergenerational wealth transfer while balancing investment growth with family legacy objectives.
Retirement Planning
We design comprehensive retirement plans incorporating pension consolidation, annuity reviews, and sustainable income strategies. Our approach considers longevity risks, healthcare costs, and legacy goals to create financially secure retirement scenarios tailored to individual needs.
People
Antony Walsh
Managing Director
Chartered Wealth Manager with Masters in Wealth Management. Founded Churchill Wealth Management after working at a leading investment brokerage. Specialises in strategic financial planning and client relationship management.
Dr Matthew Barrett
Director
PhD in Investment Management and Chartered Wealth Manager. Former portfolio manager at major wealth firms. Expertise in quantitative investment strategies and multi-asset portfolio construction.
Kate Holland-Smith
Firm Manager & Financial Planner
Oxford graduate with legal finance background. Oversees firm operations and provides financial planning advice. Active in community education initiatives and local governance.
Paul Riley
Head of Operations
25+ years in finance sector with expertise in pensions and packaged products. Ensures smooth business operations and client service delivery.
Sue Forber
Head of Administration
30-year finance sector veteran with management experience at Lloyds Private Banking. Key client contact point and team coordinator.
Questions
What qualifications do your financial advisers hold?
Our team includes Chartered Wealth Managers, CISI Chartered Fellows, and PhD-qualified investment specialists with decades of combined industry experience.
Do you offer free initial financial consultations?
Yes, we provide free, no-obligation initial meetings to discuss your financial goals and determine if we're the right fit for your needs.
How do you approach investment management?
We use quantitative analysis to create diversified multi-asset portfolios tailored to your risk tolerance, with regular reviews and rebalancing as needed.
Can you help with pension transfers?
Yes, our pension specialists provide comprehensive advice on transfers, consolidations, and retirement income strategies to optimise your pension benefits.
What areas do you cover?
While based in Bristol, we serve clients nationwide across the UK with both in-person and remote advisory services.
How are your financial plans structured?
We create holistic, adaptable financial plans that integrate investment management, pension planning, and estate protection strategies tailored to your unique circumstances.
Reviews (3)
Steven Mears
Feb 07, 2017
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I have used Matt and Antony at Churchill Wealth personally recently, and found their advice to be honest, accurate and easy to understand, and not in the least "pushy". I now happily introduce any clients who need expert advice on Pensions and Investments. Highly recommended.
Kim Milton
Feb 07, 2017
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Very down to earth individuals who are always very professional. I would happily and confidently recommend their services.
Sarah
Feb 07, 2017
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I recently inherited some money and wasnt too sure what to do with it. I met with Antony and Matt and they put together a long-term financial plan for me. Ive now invested through an ISA and a general investment account and I am saving regularly through a SIPP. I feel like my hand has been held through the whole process and I needed the support as Ive never really dealt with savings or investments before. Really nice guys to deal with.