Matthew Barrett – DirectorCongratulations to Matt who has been awarded his PhD in Investment Management (#Investment Expert#).
Matt has been working tirelessly in his spare time over recent years in order to complete his thesis and as such is now recognised as being an expert in his field. We believe it’s important for all our staff to qualify to the highest level possible.Accordingly, all of our financial advisors are Chartered Wealth Managers.
Antony Walsh – Managing DirectorIn addition, the Chartered Institute of Securities and Investment have awarded Antony Walsh Chartered Fellow status.
This is the highest status a member of the institute can have. Few advisors reach Chartered Fellow status and Antony’s award reflects the not only his level of professional knowledge but also the level integrity with which he operates and the service he provides to our clients. Both Matthew and Antony are Chartered Wealth Managers and a Pension Transfer Specialists.
Financial Advice Bristol
If you would like to speak with one of our Independent #Financial Advisors# and potentially receive financial advice, please contact us on 0117 923 7652. We are based in Clifton, Bristol but we are happy to service clients from across the UK and we provide free initial meetings at our client’s convenience.
Churchill Wealth Management Limited is located at 13 Alma Vale Rd, Bristol BS8 2HL, United Kingdom.
About Us: Churchill Wealth Management is a team of independent financial advisors/financial advisers (IFAs) based in Clifton, Bristol. We provide independent financial advice, including pension advice, investment advice, inheritance tax planning and protection/insurance advice.