William Churchill Financial Planning Consultants

Restricted - Whole of Market  TS14 8PH, Middlesbrough, North yorkshire, TS5 7BP
First meeting at adviser's own cost
Tailored financial advice for individuals, families and businesses. Over twenty years experience giving trusted, honest advice that puts clients first.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
William Churchill DipFA CeRER CeMAP MLIBF
Financial Planning Consultant

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
William was very clear about the products available to us, explained everything fully. We at no point felt pressurised into purchasing any products from him, definitely no hard sell, which we really appreciated. All his advice was perfectly tailored to our circumstances. Wish we could have done more business with him.
Debra, Middlesbrough
Demonstrates lots of insight and knowledge and is very analytical. Does extensive reasearch into the markets and comes up with most profitable options - taking into account my situation and earnings. Is very professional and pragmatic, but surprisingly humane as well. Modest charge - value for money.
Dr Benjamin Afful, Marton-in-Cleveland, Middlesbrough
My wife and I have been impressed by William's helpful and friendly yet always professional service. He has provided us with advice and help with investing our retirement savings and has been careful to ensure that we had any information requested and that the recommended investments met our risk profile and goals. We now look forward to William's ongoing investment review service. What could your adviser do better? Difficult to suggest how William could improve his service which has always been helpful, attentive and professional in his dealings with us.
Alan, Guisborough, Cleveland
About us

We have been providing clients with bespoke, financial advice for over 20 years. We believe we have been successful for a number of reasons - dedicated to giving highly individual advice that is entirely focused on clients' specific circumstances and needs. Always ensuring awareness of the ever-changing developments within the financial services industry. Able to offer the most suitable products combined with tailored advice to clients.

Our services

In an industry currently experiencing rapid change, professional, financial advice you can trust has seldom been more important.

Providing tailored financial planning supported by one of the UK's leading financial services firms. We aim to place you at the heart of everything we do by developing lifelong client relationships based on trusted advice as their financial needs evolve.

Particular areas of specialism include pension and retirement planning, investments and protection.

We offer a no obligation review of your personal financial needs and circumstances.
Why not get in touch and see how we can help.

Where to find us
Head office address: TS14 8PH, Guisborough, TS14 8PH
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th April 2020

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