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Welcome to Churchill Wealth Management

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, advice pertaining to the potential transfer of final salary pensions, 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. Giving you the bespoke service you deserve, tailored to your unique requirements, by somebody who really understands you.

Investment Management

Financial Advice Bristol - Financial Advisers Bristol

Clients of Churchill receive considered advice, backed up by robust investment processes, no matter how complicated or simple their affairs. Advice is given by Chartered Wealth Managers and based on the aims and objectives of each individual.

Retirement Planning

Retirement Planning Service - Active seniors having walk with bike in autumn nature

Reviewing or setting up a pension can be complicated and confusing. Our pension advisers can offer expertise including advice on transferring final salary schemes, setting up SIPPs, personal pensions and drawdown.

Estate Planning

Estate Planning Bristol - Beautiful Building

Trusts can be an effective way of protecting assets and ensuring they remain within the family, whilst often delivering taxation benefits. At Churchill we are able to advise on trusts for property, investments and pensions.

What our Customers Say:

I’ve dealt with Antony and Matthew 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, Bristol

Our Services:

Financial Advice - Financial advisor and couple talking

Financial Advice Bristol

We are expert independent financial advisers (IFAs) and all of our advisers hold Chartered status with either the Chartered Insurance Institute or the Chartered Institute for Securities and investments. Our financial advisors are therefore qualified to an extremely high standard and have shown a commitment to providing excellent financial planning.

We pride ourselves on the personal relationships we have with our clients and look to develop long-term, sustainable relationships. Our business is built on the strength of our client relationships and we often we provide services to multiple generations of the same family.

We do not charge for initial meetings and are happy to meet with potential clients at our office in Clifton, Bristol or at their homes. If you would like to find out more about financial advice please contact us to speak with one of our financial advisors at your convenience.

IFA Bristol Advisers

IFA Bristol, UK

We are proud to be a firm of highly qualified independent financial advisors (IFAs). As IFAs we are not tied to any particular range of products or services and we are able to build bespoke financial plans based on each of our client’s individual circumstances and objectives.

All of our IFAs hold Chartered status and as such have shown a commitment to providing an extremely high level of client service and to their own continuous professional development. We are an owner managed firm and our clients can therefore be confident that they will be working with the same financial advisor over the long-term.

Our company is built on the strength of the relationships we form with our clients and we look to build long-term, sustainable client relationships. If you would like to learn more about our financial advice services and speak with one of our IFAs please contact our Bristol office on 0117 923 7652.

financial planning concept

Financial Planning Bristol

At Churchill Wealth Management we aim to make the financial planning process as painless as possible no matter what your circumstances are.

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

Our financial planning service is holistic and as independent financial planners we are not tied to any particular range of products and services.

Our firm is built on the strength of the personal relationships we develop with our clients and we often work with multiple generations of the same family.

We do not charge for an initial consultation. If you would like to learn more about our services please contact our Bristol office on 0117 923 7652.

Couple of pensioners

Final Salary Pension Transfer

Our financial advisors are pension transfer specialists and this means that they have the specialist qualifications required to be able to provide advice relating to the potential transfer of final salary pensions (also known as defined benefit pensions).

The pension transfer advice we provide is bespoke and specific to each individual clients. As such, when analysing the suitability of a transfer from a final salary pension scheme, our financial advisors will consider the client’s financial circumstances, aims and objectives before providing a comprehensive recommendation in report format.

Careful analysis need to be performed in order for our advisors to ascertain what benefits the clients may be potentially giving up and whether the lump sum (cash equivalent transfer value) represents good value when compared to the benefits which would be given up. This process starts with us requesting a transfer quote from the client’s final salary pension provider before we perform our analysis and make a recommendation.

Unlike many firms who offer final salary transfer advice, we do not outsource any part of the process. Therefore, our financial advisors can answer any questions you have about the process and they will have a clear understanding of exactly what is involved, a detailed knowledge of the figures and a thorough comprehension of not only the associated benefits and but also the drawbacks.

Smiling middle aged business man - Investment manager

Investment Management Bristol

Churchill Wealth Management recognises that all clients are different and as such we provide a comprehensive investment management service.

Whilst remaining ever mindful of your attitude to risk and your investment objectives, our highly qualified investment managers work with you to take advantage of the most appropriate opportunities.

Investment Management Case Study: Click here »

We do not charge for an initial consultation. If you would like to learn more about our services please contact our Bristol office on 0117 923 7652.

Pension advice - couple talking

Pension Advice Bristol

Whether you are looking to start a pension, have your pensions reviewed or take capital from your pensions we can help. We are a firm of highly qualified, expert pension advisers.

All of our advisers have Chartered status and have completed pension transfer specialist qualifications. This means they can provide advice pertaining to pension plans that include guarantees such as final salary pension plans.

The pension landscape is notoriously complicated but we work with our clients to help them make key pension and retirement planning decisions. We look to build long-term, personal relationships with our clients and work with them as they build their pension benefits during their working lives and into retirement.

If you would like to learn more about our pension services please contact our Bristol office on 0117 923 7652 and speak with one of our pension advisors. We do not charge for initial meetings and we are happy to meet clients at their homes throughout the UK or at our office in Clifton, Bristol.

We believe passionately in providing a quality pension planning advice service to our clients.

Estate Planning - Prestigious building

Estate Planning Bristol

We offer a full estate planning service to complement our pension and investment services. A lack of quality estate planning can have a more detrimental effect on one’s estate than poor investment or pension planning and we aim to help our clients protect their estates through expert estate planning.

The provision of estate planning services often includes the use of trusts and protection policies to aid clients who have concerns around bloodline protection and inheritance tax liabilities. We work with our clients over the long-term to ensure the estate plans we put in place can be redesigned as circumstances and objectives change.

We do not charge for an initial consultation. If you would like to learn more about our services please contact our Bristol office on 0117 923 7652.

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