We believe that in order to dispense suitable advice, advisers should be qualified to the highest level.

That’s why as a Firm we have the highest industry qualifications available, including Chartered status and Fellowship of the CISI, and our advisers also have various other academic qualifications including degrees at Masters and PhD level.

It is also imperative that financial advice is supported by experience and real world knowledge. At Churchill Wealth Management we collectively have over 130 years of experience in finance from differing backgrounds.

130+

Collective years of experience

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Clients we've helped

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Expertise that evolves

Knowledge that never stands still

As part of our commitment to providing the highest level of service possible we regularly attend seminars and presentations to keep up to date on changes in the industry and our staff continue to study to ensure our technical knowledge is always expanding.

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Team

It’s all about our people

Our people: a blend of insight, experience and dedication, working together to guide your financial journey.

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Managing Director

Antony Walsh
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Director

Dr. Matthew Barrett
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Firm Manager & Financial Planner

Kate Holland-Smith
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Head of Operations

Paul Riley
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Head of Administration

Sue Forber
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Chartered Financial Planner

Rebeca Barrett
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Chartered Financial Planner

Josh Cullen
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Chartered Financial Planner

Tim Ewins
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Paraplanner & Head of Dealing

Rhys Meredith
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Administrator

James Riley
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External Investment Consultant

Adam Sketchley
Ready to start building a smarter portfolio?

Take control of your investments with advice that puts your goals and your values first. Our Chartered Wealth Managers are ready to help you navigate today’s complex markets.

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