Expert financial advice, delivered with a personal approach
At Churchill Wealth Management, we believe financial advice should be clear, thoughtful and genuinely personal. That’s why we take the time to understand your circumstances and provide advice that is shaped around what matters most to you.
We work with clients across the UK, from our offices in Clifton, Bristol and South Wales. We can be flexible in how we meet, whether at our offices, at your home, or by video call, so geography need not be a barrier to getting the right advice.
Much of our work comes through personal recommendation, and we often work with clients and their families over many years.
150+
Collective years of experience
650+
Clients currently supported
99%
Client retention
Expertise that evolves
Knowledge that never stands still
With over 150 years of combined experience across our team, we bring together deep technical knowledge and practical insight. Our advisers hold some of the highest professional qualifications in the industry, including Chartered Financial Planner and Chartered Wealth Manager status, Finance PhDs and other specialist investment, legal and academic credentials. What matters most is how that expertise is applied: providing advice that is practical, relevant and grounded in your circumstances.
A firm with family at its core
You may notice that some surnames are shared across our team. While Churchill is not a family firm in the traditional sense, family is very much at our heart. Matt and Kate, both advisers and part of our ownership and management team, are siblings. Rebeca, one of our senior advisers, is Matt's wife. And Paul, our Office Manager who has been with Churchill since the beginning, works alongside his son James. This shapes a culture built on trust, long-term relationships and genuine care, for one another and for our clients.
Team
It’s all about our people
Our team is a blend of experience, expertise, insight and commitment, working together to support your financial journey. You will have a dedicated adviser who understands your situation and what matters to you, supported by the wider Churchill team. This means there will always be someone familiar with your situation able to help, even if your adviser is away or unavailable.
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.
