The Financial Planning Process
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.
I recently inherited some money and wasn’t too sure what to do with it. I met with Antony and Matt and they put together a long-term financial plan for me. I’ve now invested through an ISA and a general investment account and I am also saving regularly through a SIPP. I feel like my hand has been held throughout the whole process which I needed as I’ve never really dealt with savings or investments before. They were really nice guys to deal with.