Our People

Antony is a Chartered Wealth Manager and has achieved the Masters in Wealth Management qualification. Antony started his career working for a leading investment brokerage before founding Churchill Wealth Management and being appointed the firm’s Managing Director.

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.

Matthew is a Chartered Wealth Manager, Chartered Fellow of the Chartered Institute of Securities and Investments and Charted Associate of the London Institute of Banking and Finance. He has a PhD in Investment Management, an MSc in Accounting and Finance, an MSc in Business Management Research and is an alumnus of the University of Cambridge. 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 Bristol. In his spare time, he is a keen sportsman and is a founder of the Old Cliftonian Football Club.

Kate is a Financial Planner and our Firm Manager. She is an alumnus of the University of Oxford and started her career in finance at one of the “Magic Circle” law firms in London, working in finance and tax to Senior Associate level, before moving back to Bristol to be closer to her family.

She is a Trustee of an educational Endowment Fund, a Director of Bristol Achieve CIC (a community interest company supporting disadvantaged young people in Bristol to succeed in ambitious pathways) and Chair of the Old Cliftonian Society.

Outside work, Kate enjoys spending time with her husband, three children and their pet cockerpoo “Alfie”. In any spare time, you will find her attending live music and film events or enjoying Bristol’s foodie scene.

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.

Sue has worked in the finance sector for over 30 years, starting her career at the Bank of England before working as a manager at Lloyds Private Banking. She is often the first point of contact for our clients and a crucial part of our team. Sue lives with her husband in Bristol and enjoys spending time with her 2 children and 5 grandchildren.

Rebeca is a Chartered Financial Planner, having joined the financial services industry over eighteen years ago after completing her Commercial Law Degree. She has worked for 2 of the leading financial planning and investment management firms in the UK.

Rebeca stayed in Bristol as many graduates do and is married with twins. She is a committee member of the ‘Guild of Friends of the Bristol Royal Hospital for Children’ charity and in her spare time enjoys attending live music gigs, comedy shows and supporting the Bristol Pitbulls Ice Hockey Team.

Josh is a Chartered Financial Planner having joined financial services over ten years ago following his graduation from Swansea University. Based in South Wales with his wife and three children, he has acquired a broad range of knowledge and experience of the industry from his positions at previous financial advisory firms. In his spare time, he enjoys playing football, keeping active at the gym and seeing the latest cinema releases.

Tim started his career at a leading London firm before moving back to Bristol where he now lives with his wife, son, and dog. In his spare time, he enjoys writing.  His two novels, We Are Animals and Tiny Pieces of Enid, can be found in all good bookshops, and he has recently had his first non-fiction book published, Pension Gangster, which explores the real impact that ESG and SRI investment can have on the world.

Rhys has worked in financial services since graduating from University with a BA (Hons) in Banking & Finance. He is currently studying towards his Diploma in Regulated Financial Planning. Originally from West Wales, Rhys now lives in Clifton, Bristol. In his spare time, he enjoys mountaineering and exploring off the beaten track, be it on two feet or two wheels.

James is a valued member of our team, combining a genuine enthusiasm for finance with a commitment to excellent client service. He is currently studying towards his Chartered Insurance Institute (CII) qualifications, building on his knowledge and growing expertise in the field. As a central part of our administration team, James assists with the smooth running of daily operations and is often the first friendly voice clients hear when they call our office. Outside of work, he enjoys playing rugby for Nailsea & Backwell RFC and follows the New England Patriots in the NFL with unwavering support.

Adam has over 20 years’ experience in the financial services industry, specifically investment management, where he has previously held executive and advisory roles in multiple wealth management firms, including the position of Chief Investment Officer for a national wealth management firm. An expert in asset allocation, security selection and portfolio construction, Adam provides valuable independent insight, challenge, and strategic advice to our Investment Committee. He holds an MBA (distinction, first in class) from the University of Bath Business School and is a Chartered Fellow of the Chartered Institute for Securities and Investments.