Churchill Wealth Management

13 Alma Vale Rd
Bristol
Bristol
BS8 2HL
www.churchillwealthmanagement.co.uk/

Contact Person

Matthew Barrett
Director
DescriptionWe provide holistic financial advice and investment management services. We aim to promote ethical and socially responsible investing and we help our clients invest according to their criteria within ISAs, Pensions and General Investment Accounts. We are a team of highly qualified, passionate ethical investment professionals. Our team includes PhD’s who have written academic papers in the area of ethical and socially responsible investing. It also includes Chartered Wealth Managers and Chartered Fellows of the Chartered Institute of Securities & Investments.ApproachWe think ethical investing should be easy, so we explain the process to our clients in plain English as we work through it with them. Our firm is built on building long-term client relationships and as such we develop close working relationships with all our clients. We are able to analyse your current investment portfolios from an ethical standpoint and design new portfolios around your specific requirements. Our clients can relax, confident that their investments are being managed on their behalf, safe in the knowledge that they can have direct contact with the people managing their investments whenever they wish. We are members of important UK ethical investment bodies including the UK Sustainable Investment & Finance Association (UKSIF) and the Ethical Investment Association (EIA).
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