Churchill Wealth Management

Independent Financial Adviser 13 Alma Vale Road, Clifton, Bristol, BS8 2HL

First meeting at adviser's own cost

Response rating

7.0/10

11th February 2019

Experts in investments and pensions. We pride ourselves on offering a personal service. Call us for a no obligation discussion.

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Long term care
- Long term care

Meet our advisers

Antony Walsh Chartered Wealth Manager, Chartered Fellow CISI, Masters in Wealth Management, PCIAM

Managing Director

Qualifications & Accreditations Hide qualifications

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

PCIAM - Private Client Investment Advice & Management (CISI)

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

CISI Masters Programme (Wealth Management) (CISI)

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

CISI Diploma (CISI)

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

Accreditations

Matthew Barrett Chartered Wealth Manager, Chartered Fellow CISI, PhD, MSc, MSc, BSc

Director

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

PCIAM - Private Client Investment Advice & Management (CISI)

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

IMC - Investment Management Certificate (CFA)

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

CISI Masters Programme (Wealth Management) (CISI)

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

CISI Diploma (CISI)

Accreditations

What our clients say

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 Churchill Wealth Management. The service and advice I got was first class. Antony ran through all my options, a number of which I had never even heard of. What I like most about the service I received was the honest and straight forward manner in which the advice was given. Antony made sure any costs or fees involved were made completely transparent to me and the service was completely free until I decided to implement the plan Antony put together for me (I think what I was charged was very reasonable considering the level of advice I received).

Rosemary Lucas, Portsmouth

I’ve dealt with Churchill for a number of years and have to say the service has been brilliant. They manage all my family’s money and we highly recommend them. Our investments and pensions have done very well and whenever I have any questions they always go out of their way to help!

Kate Holland-Smith, Bristol

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 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 I’ve never really dealt with savings or investments before. Really nice guys to deal with.

Sarah Walker, Clifton, Bristol

Where to find us

13 Alma Vale Road, Clifton, Bristol, BS8 2HL

About us

Our traditional approach means we offer personal care and service to all of our clients. Whether they require advice relating to their investments or are considering planning for their retirement, we aim to offer a bespoke, personal service.

We believe that in order to dispense suitable advice, advisors should be qualified to the highest level. That’s why our advisors are Chartered Fellows of the Chartered Institute of Securities and Investment, Chartered Wealth Managers and hold the Masters in Wealth Management qualification (as such they are Level 7 qualified).

In addition, our advisors have various academic qualifications including degrees at Masters and PhD level, as well as specialist pensions qualifications,which allow them to advise on final salary (defined benefit) pension transfers.

Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together with our clients they have direct access to their independent financial adviser (IFA) at all times. Giving them the bespoke service they deserve.

We are based in Bristol but we have clients all over the UK and we are happy to travel to meet clients if required.

Our services

It is imperative that financial advice is supported by experience and real world knowledge. At Churchill Wealth Management we collectively have over 100 years of experience in finance from differing backgrounds.

As part of our commitment to providing the highest level of service possible we regularly attend seminars and presentations to keep up to date on changes in the industry and our staff continue to study to ensure our technical knowledge is always expanding.

Compliance

Churchill Wealth Management Ltd is regulated by the Financial Conduct Authority. FCA No: 670373

We can advise you on

Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£100,000

Minimum mortgage value

£0

Compliance

Churchill Wealth Management Ltd is regulated by the Financial Conduct Authority. FCA No: 670373

Contact options

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