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
FCA verified
18th November 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Stockbroking services
    • Sharia finance
    • Long term care
Meet our advisers
Matthew Barrett Chartered Wealth Manager, Chartered Fellow CISI, PhD, MSc, MSc, BSc
Director
Accreditations
Chartered Financial Planner
Antony Walsh Chartered Wealth Manager, Chartered Fellow CISI, Masters in Wealth Management, PCIAM
Managing Director
Accreditations
Chartered Financial Planner
What our clients say
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
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’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
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0