IFA Bristol

Whether you are looking for pension advice, retirement planning, investment advice, life insurance or ethical investment proposals, Churchill’s independent financial advisers (IFAs) will ensure that you end up with the most appropriate product for your needs.

We are proud of our independent status, our experience and the level of qualifications we have collectively. For more information about our team, please click here.

> IFAs

As independent financial advisers (IFAs) our clients can be confident that we can select the most suitable products and services for them based on their individual circumstances and objectives. We are not tied to any particular product or services and we are proud to be IFAs.

Our company is built on the strength of our relationships and we believe in building long-term ongoing client relationships. As an owner managed firm our clients can be confident that they will be working with the same advisers over the long-term and we come to know many of our clients personally, often working with multiple generations of the same family.

> Financial Planning

We work with our clients to build long-term, holistic financial plans which are designed around their specific circumstances and objectives. We ensure that these plans are flexible and can be adjusted as client’s circumstances and objectives change.

Our IFAs are extremely well qualified and as such our clients can be confident that the financial planning we provide is of the highest quality.

> FREE NO OBLIGATION CONSULTATION

Finding the right independent financial adviser (IFA) is an important decision and should not be made hastily. At Churchill Wealth Management, your IFA will offer an initial consultation without cost or obligation, giving you the opportunity to ask questions about our company, our staff, the advice process and our costs. This means that those seeking independent financial advice for the first time, or those simply looking for a second opinion, can do so in a relaxed manner without being concerned about costs.

Unlike a great many IFA firms, we do not outsource our investment process. Our philosophy is that financial advisers should not only have a thorough understanding of products and their tax ramifications but also the investments that sit within them. Accordingly, and due to our experience and qualifications, we are able to seamlessly manage client’s funds to ensure they continue to meet client’s objectives.

If you would like us to send you a generic sample report please contact us and we will be happy to do so. Alternatively, you can access these from our document library here.