Effective investment management starts with a clear strategy, an appropriate level of risk, and a focus on how your investments support your wider financial plans.
Our investment management service forms part of your overall financial planning, ensuring your investments are managed in line with your long-term objectives rather than in isolation. Clients are supported by a highly qualified investment team with experience across both portfolio management and financial planning.
We offer investment management on either an advisory or discretionary basis:
- Advisory management means we work closely with you to provide ongoing investment advice and recommendations, while you retain control over the final investment decisions.
- Discretionary management means your portfolio is managed on your behalf by an investment manager, who can make day-to-day investment decisions within an agreed strategy and risk profile, without needing to seek your approval each time. If suitable for you, we can offer this through our in-house Discretionary Investment Management (DIM) service, rather than through a third party, meaning clients will be speaking directly with the professionals involved in managing their portfolios and making investment decisions.
Learn more about Discretionary Investment Management
Both approaches provide ongoing professional oversight and regular reviews. Our advisers will explain the differences in more detail during initial meetings and help determine which approach is most suitable for your circumstances and preferences.
How we manage your investments
Our approach includes:
- Understanding your wider financial position
- Establishing an appropriate investment strategy
- Managing investment risk in line with your objectives
- Regularly reviewing and adjusting portfolios within the parameters of our ongoing service arrangement where required
Our investment decisions are overseen by an experienced in-house investment committee, which includes:
- Our own Chartered Wealth Managers and highly qualified advisers, including individuals with industry-specific PhDs and specialist discretionary investment management qualifications.
- External investment specialists with advanced academic and market expertise.
Our focus as your investment manager will be on maintaining a disciplined investment approach designed to support your long-term financial goals, not on reacting to short-term market movements.
Supporting people like you
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Estate Planning
Planning Ahead While Retaining Control
Andrew had been a client for a number of years following his divorce. He had built up a substantial portfolio of pensions and investments and, as his circumstances settled, his focus began to shift towards how his wealth would be passed on to his two children.
Estate Planning
Reviewing Wills and Structuring an Estate Efficiently
David and Helen had been clients for several years, primarily seeking advice on their pensions and investments as they moved into retirement. As their financial position became more settled, they began to turn their attention to their estate and how their wealth would pass to their children and grandchildren.
Protection & Insurance
Protecting Income When It Matters Most
Tom is a business owner who had built up a successful company, alongside a growing portfolio of pensions and investments. With a young family and financial commitments, his income was central to both his personal and business life. While Tom had focused on building wealth, he had given less thought to what would happen if he were unable to work.
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
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
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
Start the Conversation
If you would like your investments reviewed, or to discuss how we would help you to invest for the first time, get in touch for an initial conversation.
