Financial Planning

> Financial Planning Bristol

We are a firm of independent financial planners who are based in Bristol and service clients throughout the UK. We work with our clients to build long-term financial plans based around their individual circumstances and objectives. We then work with them to maintain and adjust their financial plans as circumstances and objectives change over time.

> the financial planning process

The vast majority of people think of themselves as having insufficient assets to justify financial planning. However, whether it involves searching for a mortgage for a home or getting much needed help in interpreting pension options, nearly everyone requires an element of financial planning at some stage in life.

There maybe those who have very complex needs and will require detailed financial planning including cash flow forecasts, pension reviews and tax planning. Others may simply want to set up savings or pension vehicles to allow them to start preparing for future liabilities such as school fees or retirement.

Whatever your current situation, it’s important to remember than your future will require funding in some form and to achieve your objectives you will need good financial advice. At Churchill Wealth Management we aim to make the financial planning process as painless as possible no matter your circumstances.

> Developing a financial plan

We work with all of our clients to develop bespoke financial plans designed around individual circumstances and objectives.

This may require assisting clients over the long-term to develop and redefine their financial plans as circumstances and objectives change. Our firm is built on the strength of the personal relationships we develop with our clients and we often work with multiple generations of the same family. We believe in fully independent, holistic financial planning and we are not tied to any particular range of products or services.

> Our financial planners

We are an owner managed firm and as such our clients can be confident that they will be able to work with the same financial planner over the long-term.

In addition, all of our financial planners hold Chartered status with either the Charted Insurance Institute or the Chartered Institute for Securities and Investments. This means that they have demonstrated a commitment to the highest levels of professionalism and to continuous professional development.

Our financial planners hold many of the top professional and academic qualifications available including the Chartered Institute of Securities and Investments Masters in Wealth Management, the London Institute of Banking and Finances Award in pension transfers and PhD’s in Investment Management.

> Pension Advice

Holding specialist qualifications enables our financial planners to take a holistic approach to financial planning and for our advisers to include our clients retirement plans as key components of their financial plan.

We do not charge for an initial consultation. If you would like to learn more about our services please do not hesitate to contact us.


Financial Planning Bristol

To book an appointment with our financial planners, please call our Bristol office on 0117 923 7652 or click here to use our contact form »