We provide financial advice to clients across the region, led by our adviser, Josh Cullen.
Josh works with individuals and families at every stage of their financial journey, helping them make informed decisions as their circumstances and objectives evolve. He is happy to meet clients in their own homes, a venue of their choosing, or in the private meeting rooms within Tondu Enterprise Centre, near Bridgend.
Tondu Enterprise Centre is managed by Business in Focus, an award-winning Welsh social enterprise that supports businesses and local communities across Wales. It provides a welcoming, professional environment that's convenient for clients across the region.
A Personal Approach
You will receive the same thoughtful, relationship-led advice that defines Churchill Wealth Management, with the added benefit of a local point of contact.
With our Bristol office only a short distance away, Josh is supported by the wider team, including other experienced advisers, investment specialists and administrators. This means you benefit from the expertise of the whole team, and if Josh is ever unavailable, there will always be someone familiar with your circumstances who is able to help.
