All of our advisors are Chartered Wealth Managers and Chartered Members of the Chartered Institute for Securities and Investments. In addition, all of our advisors are Pension Transfer Specialists and as such they have passed highly technical, specialist pension exams.
Personalised financial advice you can trust
We provide tailored financial services to clients across the UK. Built on trust and strong relationships, we offer direct, ongoing access to your independent financial adviser for truly personalised support.
Our clients receive considered advice, backed up by robust investment processes, no matter how complicated or simple their affairs. Advice is given by Chartered Wealth Managers and Financial Planners, and based on the aims & objectives of each individual.
About
Who we are
Churchill Wealth Management is built on integrity, expertise, and lasting client relationships. Learn more about our team, values, and how we provide tailored financial advice to help you achieve long-term financial security and peace of mind.
Frequently asked questions
No. At Churchill, you will be given one adviser who will look after your affairs to avoid you having to explain your circumstances every time you make contact. The advisers are the business owners and as such you can be sure your adviser will remain in place for years to come rather than being regularly allocated new advisers.
Latest news
View all15 May 2025
Investment market update: July 2025
The US struck trade deals with several countries in July 2025, leading to markets rising and putting an end to some of the uncertainty that had plagued investors for months. Read on to find out what else may have affected your investments recently.
10 Nov 2025
4 methods for tax-efficiently supporting charities
Supporting a charity could give you that feel-good factor and provide a sense of purpose. When you’re looking at the benefits from a tax perspective, it might make financial sense in some circumstances too.