Churchill Wealth Management - 13 Alma Vale Rd, Bristol BS8 2HL, United Kingdom


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To find out more about to Churchill Wealth Management, please:

Call us on 0117 923 7652
logo_icon_mediumOnce you contact us we will organise a free face to face meeting with you which will be completely obligation free. At this meeting we will ascertain what your financial objectives and values are. We will then produce a free full financial report for you to keep whatever you decide.

Find Us

Clifton Office:
13 Alma Vale Rd, Bristol BS8 2HL, United Kingdom

This privacy policy sets out how Churchill Wealth Management uses and protects any information that you give Churchill Wealth Management when you use this website.

Churchill Wealth Management is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Churchill Wealth Management may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes.

Contact Details:

Churchill Wealth Management Ltd
13 Alma Vale Rd
Bristol BS8 2HL
United Kingdom
T: 0117 923 7652

Privacy Statement

Information we hold about you

In order to provide you with advice, Churchill Wealth Management Limited must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.

By providing us with your personal data

  1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998, and any subsequent amendments thereto.
  2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (including credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by the Financial Conduct Authority for investigative work.
  3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.
  4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:

Churchill Wealth Management Ltd
13 Alma Vale Rd
Bristol BS8 2HL
United Kingdom

What we do with the information we gather

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

Internal record keeping.

We may use the information to improve our products and services.

Security
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Links to other websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information
You may choose to restrict the collection or use of your personal information in the following ways:
whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes.

if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at enquiries@churchillwm.co.uk

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

If you believe that any information, we are holding on you is incorrect or incomplete, please write to or email us as soon as possible at the above address. We will promptly correct any information found to be incorrect.

If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email. Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (‘FOS’). Please see the following link for further details: http://financial-ombudsman.org.uk/

Last updated: 07-06-2019

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