Churchill Wealth ManagementFinancial Services in Bristol, South West England

Business Details
We provide a wide range of financial advice and pension planning services to our clients, including financial planning, pension transfer, retirement planning, insurance advice, estate planning and investment management. We also provide ethical investment advice through our trading style Churchill Ethical Investment.

Our financial planners are also pension transfer specialists, which means that they hold specialist pension qualifications that allow them to advise on pension plans such as final salary pension plans.

Churchill Wealth Management appreciates that financial planning can be daunting and takes pride in providing friendly, independent financial advice to individuals and businesses in Bristol and the South-West. Clear, full explanations are provided and our clients can be confident that whatever our recommendation, it will be based on their individual requirements.

Our financial advisers are passionate about helping people organise their financial affairs to achieve the best possible outcomes. Our reputation as valued financial advisors is built on our focus and commitment to our customers, resulting in long-term professional relationships.

Churchill Wealth Management Ltd is an appointed representative of Investments Limited which is authorised and regulated by the Financial Conduct Authority.
Areas Served
Bristol, Bath, Somerset, North Somerset, South-Gloucestershire
Business Details
Highlights, Specialties & Features
  • Financial Advice
  • Wealth Management
  • Pension Transfer
  • Pension Planning
  • Estate Planning
Professional Associations, Trade Bodies & Certifications
  • Chartered Institute for Securities and Investments (CISI)
  • Chartered Insurance Institute (CII)
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Contact Details
Address
13 Alma Vale Road
Bristol, South West England
BS8 2HL
map & driving directions
Phone Number
0117 923 7652
Products & Services
Investment Management
Our investment management service is fully independent. Our highly qualified investment managers are able to provide long term strategic investment planning in order to ensure that key financial obligations and ambitions are met.
Webpagechurchillwealthmanagement.co.uk/investment-management-bristo...
Retirement Planning
We specialise in helping clients understand exactly what their options are before helping them make decisions. All our pension planners hold pension transfer specialist qualifications, therefore they are qualified to give advice on pensions plans that include guarantees and final salary pensions.
Webpagechurchillwealthmanagement.co.uk/pension-advice/retirement-pl...
Estate and Trust Planning
We take our clientís individual circumstances and objectives into account before working with them in order to develop a bespoke plan for their estate.
The estate plans we put in place with our clients are designed to be flexible and we always work with them over the long-term with a view to changing and redesigning their financial plans if their circumstances and objectives change.
Webpagechurchillwealthmanagement.co.uk/estate-planning-bristol/
Client Testimonials
Testimonial #1
I recently inherited some money and wasnít too sure what to do with it. I met with Antony and Matt and they put together a long-term financial plan for me. Iíve 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 Iíve never really dealt with savings or investments before. Really nice guys to deal with.
BySarah
FromBristol
Testimonial #2
Very down to earth individuals who are always very professional. I would happily and confidently recommend their services.
ByKim Milton
Testimonial #3
I have used Matt and Antony at Churchill Wealth personally recently, and found their advice to be honest, accurate and easy to understand, and not in the least "pushy". I now happily introduce any clients who need expert advice on Pensions and Investments. Highly recommended.
BySteven Mears
Key People
Antony Walsh
Antony is a Chartered Wealth Manager and has achieved the Masters in Wealth Management qualification. He is also one of a small number of qualified pension transfer specialists within the UK. Antony started his career working for a leading investment brokerage before founding Churchill Wealth Management and being appointed the firmís Managing Director. He is devoted to continuing to develop professionally and as such is studying towards the CFA.
PositionManaging Director
FromBristol
Phone0117 923 7652
E-mailawalsh@churchillwm.co.uk
Dr. Matthew Barrett
Matthew is a Chartered Wealth Manager and a qualified pension transfer specialist. He has a PhD in Investment Management, an MSc in Accounting and Finance and a MSc in Business Management Research. Before co-founding Churchill Wealth Management, Matthew worked in portfolio management for two of the countryís leading wealth management firms.
PositionDirector
FromBristol
Phone0117 923 7652
E-mailmbarrett@churchillwm.co.uk
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Churchill Wealth Management - Offices
Churchill Wealth Management - Offices
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0117 923 7652
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Hours of Operation
Monday09:00 AM÷05:00 PM
Tuesday09:00 AM÷04:30 PM
Wednesday09:00 AM÷05:00 PM
Thursday09:00 AM÷05:00 PM
Friday09:00 AM÷05:00 PM
SaturdayClosed
SundayClosed
Business Representative
Dr. Matthew Barrett
Director

Matthew Barrett is a Chartered Wealth Manager and a qualified pension transfer specialist. He has a PhD in Investment Management, an MSc in Accounting and Finance and a MSc in Business Management Research

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