Churchill Wealth Management are a team of highly qualified Independent Financial Advisers (IFAs) based in Clifton Bristol who deal with clients all over the UK. Specialists in pension and retirement planning, our team includes CII and IFS qualified pension transfer specialists. Churchill Wealth Management in Bristol provides independent financial advice from Chartered Wealth Managers.
We offer a wide range of financial services including investment management, pension advice, inheritance tax planning and ISAs to clients from all over the UK. Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together on your investment portfolio or retirement planning you have direct access to your independent financial adviser (IFA) at all times.
We offer a wide range of financial services including investment management, pension advice, inheritance tax planning and ISAs to clients from all over the UK. Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together on your investment portfolio or retirement planning you have direct access to your independent financial adviser (IFA) at all times.
Services
Churchill Wealth Management has been providing independent financial advice for over a decade. We principally provide advice to those in the South West of England and Wales but we welcome clients from all over the UK. We believe that in order to dispense suitable advice, advisors should be qualified to the highest level.
All of our advisors are Chartered Wealth Managers and Chartered Members of the Chartered Institute for Securities and Investments. In addition, all of our advisors are Pension Transfer Specialists and as such they have passed highly technical, specialist pension exams.
Churchill Wealth Management remains fully independent and as such, you can be sure that, unlike many restricted firms, we will be able to recommend the best product for your requirements.At Churchill, you will be given one adviser who will look after your affairs to avoid you having to explain your circumstances every time you make contact.
Churchill Wealth Management remains fully independent and as such, you can be sure that, unlike many restricted firms, we will be able to recommend the best product for your requirements.At Churchill, you will be given one adviser who will look after your affairs to avoid you having to explain your circumstances every time you make contact.
At Churchill Wealth Management we recognise that all clients are different and as such need different advice, this is why we provide a comprehensive investment management service. Investment advice is suitable if you have neither the time or knowledge to set up, run and review your own investment portfolio.
IFA Bristol, UK - We are based in Bristol but we provide financial advice to clients who are based right across the UK and we are happy to meet clients at either their home or our office. Whether you are looking for pension advice, retirement planning, investment advice, life insurance or ethical investment proposals, Churchill's independent financial advisers (IFAs) will ensure that you end up with the most appropriate product for your needs.
Making financial arrangements for clients generally requires 6 stages from the initial meeting to the ongoing management of their funds. Below is a brief description of what a new client of Churchill Wealth Management may expect from the initial point of contact to the management of their portfolio.
Reviews (10)
Andy Conway
Sep 15, 2021
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Phil Heptinstall
Sep 13, 2021
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Chris Pavey
Aug 21, 2021
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Andrea Gnanadurai
Sep 08, 2018
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Throughout my experience with Churchill Wealth Management I have felt confident in their knowledge and expertise. They have been consistently professional and efficient with their communications with me. I feel much clearer with regards to my pension and investment options and would wholeheartedly recommend them.
Jeremy Holland-Smith
Jun 27, 2018
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Steven Mears
Aug 31, 2016
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Guy Hollis
Jun 20, 2016
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David Doulton
Jun 15, 2016
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Hannah Murray
May 18, 2016
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I received fantastic advice from Matt regarding ethical investment options. Advice and information was clearly presented which enabled me to feel confident in making my investment choices. I have found the people at Churchill to be extremely helpful, friendly and professional and would recommend this service to others.
Tessa Cook
May 06, 2016
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Met with Anthony and he was really helpful sorting out all of my pensions for me. He explained everything in a easy to understand way and I was surprised how much I was being charged with my current plans. Everything has now been consolidated in one place, is much easier to understand and is much more cost effective. I would highly recommend.
