Churchill Wealth Management - Bristol

Churchill Wealth Management

Churchill Wealth Management is a highly reputable financial services firm located at 13 Alma Vale Rd, Clifton, Bristol BS8 2HL, United Kingdom. This well-established company has been providing top-notch financial planning, investment, and wealth management services to clients for many years.

The team at Churchill Wealth Management consists of experienced professionals who work closely with clients to understand their unique financial goals and circumstances. They offer personalized solutions tailored to each individual's needs, whether it's retirement planning, investment management, or general financial advice. The company's specialties include financial planning, finance brokering, financial consulting, being a financial institution, offering investment services, and operating a pension office.

In addition to their expertise and personalized service, Churchill Wealth Management stands out for its accessibility. The office is wheelchair accessible, and they offer clean toilet facilities for visitors. Appointments are recommended but not always required, making it convenient for clients to schedule time with the advisors when needed.

Customers who have worked with Churchill Wealth Management have had positive experiences. One client, Simon, reported an 'excellent review meeting' with Rebecca, stating that it was 'very informative' and that Rebecca 'answered all my long list of questions in a manner that was easy to understand and very professional.' Another client, Matthew and Tim, described the company as 'very friendly' and noted that they 'felt at ease from the very beginning.' These testimonials, along with the company's 5/5 average rating based on 30 reviews on Google My Business, speak to the high level of service and satisfaction clients can expect from Churchill Wealth Management.

For anyone seeking reliable and personalized financial planning, investment, and wealth management services, Churchill Wealth Management is an excellent choice. With their dedicated team of experts, commitment to accessibility, and strong reputation within the community, this company stands out as a top option in the Bristol area.

👍 Reviews of Churchill Wealth Management

Simon T.

5/5

Had an excellent review meeting with Rebecca last week.
It was very informative and left no stone unturned.Rebecca answered all my long list of questions in a manner that was easy to understand and very professional.
I’d certainly recommend Churchill to anyone who is in interested in investments.
Simon

Susan R.

5/5

Very friendly company. Felt at ease from the very beginning. Matthew and Tim were extremely helpful and accommodating to our needs. I would recommend to friends and family.

Sophie B.

5/5

Amazing service. Tim gave me great advice on my investments and financial plan, especially explaining ethical investments which I was interested to know more about. Would highly recommend. Great, clear and confident financial advice.

Robert M.

5/5

I have always found the team at Churchill extremely helpful. They go above and beyond to make sure they keep me informed, explain everything in detail and maximise the return I can achieve. Would highly recommend

Andrea G.

5/5

Throughout my experience with Churchill Wealth Management I have felt confident in their knowledge and expertise. They have been consistently professional and efficient with their communications with me. I feel much clearer with regards to my pension and investment options and would wholeheartedly recommend them.

james C.

5/5

Great firm. I contacted them for advice about my pensions. Nice people, very clear. Happy to recommend.

Jeremy H.

5/5

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.

Lloyd W.

5/5

Spoke with Mathew regarding advice. I’ve found them extremely helpful and their team have always been very efficient in all of the administration side of moving over. They are now managing my pension moving forward. I've found they offer a really personal service and I felt valued rather than spending time on hold trying to get through to an advisor, what I liked was the fact that the advisors at Churchill own the business and they were available to speak to me and cared. I expect Mathew to be my IFA for a long-time. Thanks