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 firm’s Managing Director. He is devoted to continuing to develop professionally and as such is studying towards the CFA.
Antony is originally from South Devon and now lives in Bristol with his wife and dog. In his spare time he is a keen marathon runner and an admirer of vintage cars.
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 country’s leading wealth management firms.
Matthew lives with his wife and two children in North Bristol. In his spare time he is a keen sportsman and was a founder of the Old Cliftonian Football Club. He also enjoys writing and presenting academic papers.
Head of Operations
Paul is in charge of operations at Churchill Wealth Management and ensures the business runs smoothly on a day to day basis. He has been in the finance industry for over 25 years and has previously worked for Sun Life Assurance Society and AXA. His pensions and packaged product knowledge is considerable and he is an integral member of the team. Paul has two sons and lives just outside Bristol. Paul regularly travels to Stoke to watch his beloved Stoke City play live.
Head of Paraplanning
Sue is a member of the Institute of Financial Planning (IFP) and has worked in financial services since 1994, when she joined the Bristol investment team at Lloyds Private Banking and achieved the Investment Advice Certificate. Since then Sue has attained the Chartered Insurance Institute (CII) Diploma including specialist qualifications in Mortgages, Tax, Trusts, Pre Retirement Planning, Retirement Options and Paraplanning. Sue provides technical support for clients’ planning arrangements. Away from work Sue likes to spend as much time as possible by the coast in her VW campervan with her husband, children and dog. When it is too cold for ice-cream, she consoles herself with chocolate cake.
Tom has worked within the Insurance, Sales and Financial Planning industries since 2005. During this time Tom achieved a degree in Theology from the University of Exeter, where he was the President of the Theology Society. Tom is a Level 4 qualified member of the Institute of Financial Services and Tom provides financial analyses for clients, including retirement analysis, investment portfolio analysis and risk management needs analysis. Outside of work he enjoys making the most of Bristol’s food and events scene, and watching every documentary available on Netflix and beyond! Tom has also clocked up hundreds of hours volunteering and campaigning for causes he believes in.
Head of Administration
Sue is generally the first point of contact for clients contacting Churchill Wealth Management . She has worked in the finance sector 30 years, starting her career at the Bank of England before working as a manager at Lloyds Private Banking. Sue lives with her husband in Bristol and enjoys spending time with her 2 children and 5 grandchildren.