Churchill Wealth Management
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
This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
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
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.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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
This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses a knowledge and understanding of financial protection plans.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
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
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.
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.
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