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Introduction
Churchill Wealth Management in Bristol offers independent financial advice plus a FREE financial report and initial meeting. We provide a wide range of financial services including investment management, and advice on SIPPS, inheritance tax and ISAs to clients from all across the UK.
We offer exemplary personal care and service to all our clients as standard. We provide an exceptionally personalised service; offering you a free initial, no obligation, face to face meeting with your own independent financial advisor.
Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together on your investment portfolio or retirement planning you have direct access to your independent financial advisor at all times. This means you get the bespoke service you deserve, tailored to your unique requirements by somebody who really understands you.
We offer exemplary personal care and service to all our clients as standard. We provide an exceptionally personalised service; offering you a free initial, no obligation, face to face meeting with your own independent financial advisor.
Our business is built on the solid foundation of building relationships and earning trust. Once we begin working together on your investment portfolio or retirement planning you have direct access to your independent financial advisor at all times. This means you get the bespoke service you deserve, tailored to your unique requirements by somebody who really understands you.
Contact Info
Address:
13 Alma Vale Road, Clifton
Bristol
Avon BS8 2HL
United Kingdom
Bristol
Avon BS8 2HL
United Kingdom
Tel:
0117 932 4488
Website:
http://www.churchillinvestmentmanagement.co.uk/
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | ||||||
| Tuesday | Open | ||||||
| Wednesday | Open | ||||||
| Thursday | Open | ||||||
| Friday | Open | ||||||
| Saturday | Open | ||||||
| Sunday | Open | ||||||
Meet Our Team (2)
Antony Walsh
Managing Director
Matthew leads the investment team at Churchill Wealth Management, helping our client’s portfolios outperform their benchmarks within stated risk and investment guidelines.
He has worked in portfolio management for two of the country’s leading wealth management firms and has an MSc in Accounting and Finance, an MSc in Business Management Research and is currently working towards a PhD in Financial Economics which is focused on Optimal Portfolio Management and Socially Responsible Investing.
He has worked in portfolio management for two of the country’s leading wealth management firms and has an MSc in Accounting and Finance, an MSc in Business Management Research and is currently working towards a PhD in Financial Economics which is focused on Optimal Portfolio Management and Socially Responsible Investing.
Matthew Barrett
Chief Investment Officer
Matthew leads the investment team at Churchill Wealth Management, helping our client’s portfolios outperform their benchmarks within stated risk and investment guidelines.
He has worked in portfolio management for two of the country’s leading wealth management firms and has an MSc in Accounting and Finance, an MSc in Business Management Research and is currently working towards a PhD in Financial Economics which is focused on Optimal Portfolio Management and Socially Responsible Investing.
He has worked in portfolio management for two of the country’s leading wealth management firms and has an MSc in Accounting and Finance, an MSc in Business Management Research and is currently working towards a PhD in Financial Economics which is focused on Optimal Portfolio Management and Socially Responsible Investing.
