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).

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.

Very happy with the investment advice from Matt at Churchill. Understands my needs and gives straightforward, appropriate advice. Very professional and personable service. Recommended.

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 very professional. I’d certainly recommend Churchill to anyone who is in interested in investments. Simon