Financial Advice - Financial Advisor meeting

Making a decision concerning financial advice can be difficult for many people.

With so many aspects needing consideration, the process can be somewhat overwhelming. It is not uncommon for clients to approach us with an awareness of the need of financial advice but to be unclear on the specifics. This is one of the main reasons savers and pensioners give for putting off arranging their affairs & planning for the future.

> Independent financial advice/advisor

Our financial advisors work with our clients in order to develop bespoke financial plans based around each client’s individual circumstances and objectives. We offer fully independent financial advice and as such our clients can be confident that we are not tied to recommending a certain range of products or services.

Our independent financial advisors are extremely well qualified and they all hold Chartered status with either the Chartered Insurance Institute or the Chartered Institute for Securities and Investment. This is the highest membership level and can only be maintained by demonstrating a commitment to continuous professional development and outstanding client service.

At Churchill Wealth Management we believe that accessing financial advice should be clear, simple and that prospective clients should not feel pressured at any point in the process.

We will help define the areas where advice is required and in what order these should be approached. We will explain clearly during the first meeting how our costs are structured, the likely timescales involved and what will be expected from the client.

We work with our clients to develop bespoke financial plans designed around their individual circumstances and objectives. We ensure that these plans are flexible and work with our clients over the long-term to adjust their financial plans as circumstances and objectives change.

Our company is built on the strength of our client relationships and the quality of the independent financial advice that we provide. We often work with multiple generations of the same family. As an owner-managed firm our clients are confident that they will be working with the same advisor over the long-term.

Financial Planner - Financial Adviser and clientWhatever your requirements, getting financial advice should not leave you feeling confused or bewildered. We will help you see a clearer picture of what your financial situation will be in the future.

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To book an appointment with our advisors, please contact us on 0117 923 7652 or click here to use our contact form »


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