Churchill Wealth Management
Financial Advisors Bristol
Churchill Wealth Management is proud to be fully independent and our financial advisors have the highest qualifications for managing pensions and investments for private clients.
These include pension transfer specialist qualifications such as the Chartered Insurance Institute’s AF3 qualification and investment management qualifications such as the Chartered Institute For Securities and Investment’s Masters in Wealth Management qualification.
Having an independent financial adviser (IFA) enables clients to access the most appropriate products and investments from the whole of the market rather than the limited number of options that tied financial advisors can offer. This enables us to select the most suitable products and services for our clients depending on their individual circumstances and objectives.
We believe in working with our clients long-term in order to ensure that they achieve their financial goals and our company is built on the strength of the personal relationships we build with our clients. Often we work with multiple generations of the same family and endeavour to develop long-term ongoing relationships.
We never charge for initial meetings and we welcome the opportunity to meet with potential clients and discuss our services. If you would like to meet with one of our financial advisors please do not hesitate to contact us.
> Our team of financial advisors
Financial, pension and tax legislation is forever changing and we believe that all advisers should ensure they are constantly up to date with these changes.
At Churchill Wealth Management you can be sure that any advice you receive will be given by advisors who have both real world experience and academic insight to ensure the best possible outcome for your pensions and investments.
> Our Qualifications
Our financial advisors continue to develop professionally and hold statements of professional standing with either the Chartered Insurance Institute or the Chartered Institute for Securities and Investments. In order to hold these statements our advisors must prove a high level of continuous professional development. In addition, our advisors also have a number of academic qualifications including PhD’s in investment management and MSc’s in accounting and finance.
Local Financial Advisors
We are based in Clifton, Bristol and we are happy to meet clients at our office. Alternatively we are happy to meet clients at their homes and regularly visit clients throughout the UK.
To book an appointment with our financial advisers, please contact Churchill Wealth Management on 0117 923 7652 or click here to use our contact form »