Churchill Wealth Management
Initial consultation free
Independent
Experts in Investments & Pensions
We specialise in tailored financial advice, with a focus on investments and pensions. Our priority is to deliver a truly personal service and build long-term relationships. Contact us for a no obligation discussion.
We can advise you on
Clients
helped
76helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Tim Ewins Chartered Financial Planner, Advanced DipPFS
Chartered Financial Planner
Mrs Rebeca Barrett Chartered Financial Planner FPFS, BSc
Chartered Financial Planner
Mr Josh Cullen Chartered Financial Planner AdvDipFA
Chartered Financial Planner
Dr Matthew Barrett PhD, MSt, MSc, MSc, Cantab
Chartered Wealth Manager
What our clients say
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Rosemary Lucas
I’m not getting any younger and in the past few years I’ve starting thinking a fair amount about how best to pass my money on to my children. I had put it off until a friend of mine recommended...
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Andrew Griffiths
Very happy with the investment advice from Matt at Churchill. Understands my needs and gives straightforward, appropriate advice. Very professional and personable service. Recommended.
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Sophie Bloomfield
Amazing service. Tim gave me great advice on my investments and financial plan, especially explaining ethical investments which I was interested to know more about. Would highly recommend. Great,...
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Sarah Walker
I recently inherited some money and wasn’t too sure what to do with it. I met with Antony and Matt and they put together a long-term financial plan for me. I’ve now invested through an ISA and a...
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Simon Thomas
Had an excellent review meeting with Rebecca last week.
It was very informative and left no stone unturned.Rebecca answered all my long list of questions in a manner that was easy to understand and...
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Darrell Czapelka
Situated in the heart of the business district of clifton on a great road.
Churchill WM is providing a professional, sharp service with extremely genuine staff who have years of experience to offer...
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