All of our advisers are Chartered Wealth Managers and Chartered Members of the Chartered Institute for Securities and Investments. In addition, all of our advisers are Pension Transfer Specialists and as such they have passed highly technical, specialist pension exams.
Begin shaping tomorrow now.
We offer a wide range of financial services, including pension advice and investment management to clients all over the UK, from our head office in Clifton, Bristol and other locations. Explore your options today with a friendly, no-obligation, no-cost conversation, so you can get a clearer sense of what we do and whether we might be the right fit for you.
Personalised financial advice you can trust
What we do
Investments
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.
Pensions
Reviewing or setting up a pension can be complicated and confusing. Our pension advisers can offer expertise including advice on setting up SIPPs, personal pensions and drawdown.
Financial Planning
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About us
Churchill Wealth Management is built on integrity, decades of expertise, the highest levels of qualification, and lasting client relationships. Learn more about our team, values, and how we give independent, bespoke financial advice based on a true understanding of our clients.
Frequently asked questions
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Don’t take our word for it, see what our clients say
I would highly recommend Churchill Wealth Management. Tim not only helped me with my pensions and made it stress free, he explained it all to me in a clear way and I now feel much more in control of my finances.
Gregory Cox
6 January 2022
Professional service from the team at Churchill Wealth Management. A professional and helpful approach gave me confidence in the available options. Highly recommend their services as a knowledgeable and clearly well trusted business.
Phil Heptinstall
29 September 2021
The team at Churchill Wealth Management gave me their expert advice on setting up the right pension plan for me in a relaxed yet professional manner. Details were put into place quickly with no fuss. Highly recommend.
Jeremy Holland-Smith
26 July 2018
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Investment market update: July 2025
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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.
Ready to start shaping your financial future?
Take control of your finances with advice that puts your goals and values first. Our independent financial advisers and investment managers and are ready to help you navigate today’s complex decisions.
