Churchill Wealth Management
Financial Services in Bristol, South West England
We provide a wide range of financial advice and pension planning services to our clients, including financial planning, pension transfer, retirement planning, insurance advice, estate planning and investment management. We also provide ethical investment advice through our trading style Churchill Ethical Investment.Our financial planners are also pension transfer specialists, which means that they hold specialist pension qualifications that allow them to advise on pension plans such as final salary pension plans.
Churchill Wealth Management appreciates that financial planning can be daunting and takes pride in providing friendly, independent financial advice to individuals and businesses in Bristol and the South-West. Clear, full explanations are provided and our clients can be confident that whatever our recommendation, it will be based on their individual requirements.
Our financial advisers are passionate about helping people organise their financial affairs to achieve the best possible outcomes. Our reputation as valued financial advisors is built on our focus and commitment to our customers, resulting in long-term professional relationships.
Churchill Wealth Management Ltd is an appointed representative of
Investments Limited which is authorised and regulated by the Financial
Conduct Authority.
Areas Served
- Bristol, Bath, Somerset, North Somerset, South-Gloucestershire
Business Details
- Serving residential and commercial clients
- Licensed
Highlights & Specialties
- Financial Advice
- Wealth Management
- Pension Transfer
- Pension Planning
- Estate Planning
Professional Associations & Certifications
- Chartered Institute for Securities and Investments (CISI)
- Chartered Insurance Institute (CII)
Social Profiles
Contact Details
Products & Services
Investment Management
read moreOur investment management service is fully independent. Our highly qualified investment managers are able to provide long term strategic investment planning in order to ensure that key financial obligations and ambitions are met.
Retirement Planning
read moreWe specialise in helping clients understand exactly what their options are before helping them make decisions. All our pension planners hold pension transfer specialist qualifications, therefore they are qualified to give advice on pensions plans that include guarantees and final salary pensions.
Estate and Trust Planning
read moreWe take our clients individual circumstances and objectives into account before working with them in order to develop a bespoke plan for their estate.
The estate plans we put in place with our clients are designed to be flexible and we always work with them over the long-term with a view to changing and redesigning their financial plans if their circumstances and objectives change.
The estate plans we put in place with our clients are designed to be flexible and we always work with them over the long-term with a view to changing and redesigning their financial plans if their circumstances and objectives change.
Testimonials
Sarah
Bristol
read moreI 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.
Kim Milton
read moreVery down to earth individuals who are always very professional. I would happily and confidently recommend their services.
Steven Mears
read moreI 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.
Key People
Antony Walsh
Managing DirectorBristolread moreAntony is a Chartered Wealth Manager and has achieved the Masters in Wealth Management qualification. He is also one of a small number of qualified pension transfer specialists within the UK. Antony started his career working for a leading investment brokerage before founding Churchill Wealth Management and being appointed the firms Managing Director. He is devoted to continuing to develop professionally and as such is studying towards the CFA.
Dr. Matthew Barrett
DirectorBristolread moreMatthew is a Chartered Wealth Manager and a qualified pension transfer specialist. He has a PhD in Investment Management, an MSc in Accounting and Finance and a MSc in Business Management Research. Before co-founding Churchill Wealth Management, Matthew worked in portfolio management for two of the countrys leading wealth management firms.
Gallery
From Website
Churchill Wealth Management
read moreChurchill Wealth Management in Bristol provides independent financial advice from Chartered Wealth Managers. We offer a wide range of financial services including investment management, pension advice, inheritance tax planning and ISAs to clients from all over the UK. Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together on your investment portfolio or retirement planning you have direct access to your independent financial adviser (IFA) at all times.
About Us
read moreA lack of proper estate planning can sometimes have a more detrimental effect on one's estate than poor investment planning. This is why Churchill offer a full estate planning service to compliment the investment and pension service we provide. We take our client's individual circumstances and objectives into account before working with them in order to develop a bespoke plan for their estate. The estate plans we put in place with our clients are designed to be flexible and we always work with them over the long-term with a view to changing and redesigning their financial plans if their circumstances and objectives change.
Pension Advice Bristol
read moreWhether you are planning your future retirement or trying to organise your existing pension arrangements for imminent retirement, the choices are rarely straightforward. That's where Churchill Wealth Management can help. There are a number of options available for both scenarios and great care needs to be given when considering the benefits, tax implications and affordability of any plan. At Churchill we have highly qualified pension transfer specialists to ensure you are given the best advice no matter what your situation or arrangements.
Pensions in Divorce
read moreMany marriages end in divorce so it's worth considering what would happen to your pension pot if you and your spouse split. The number of people divorcing in later life is increasing and not only does it put couples under emotional strain it also creates complications concerning their pensions and retirement plans. Marital status has a large impact on the strength of a retiree's finances. Property plays a big part in a divorce with the family home often at the centre of the battle. There is another asset that is just as important, the pension.