In a period of historically low interest rates and uncertainty about the future of property prices, an increasing number of investors are looking to stock and bond market investments for returns. Investors who do not feel confident defining the structure, risk and mix of asset class on their own, will often turn to professional management. Our investment management service is fully independent and as such, our clients are confident that whatever our recommendation, it will be based on their individual requirements.

INVESTMENT MANAGEMENT BRISTOL

At Churchill Wealth Management, unlike many IFA firms, we do not outsource the investment management process. We believe that to be an effective financial adviser, there is a requirement to fully understand not only the products we recommend but also the investment management process that compliments it. Our investment managers have top level qualifications including the CISI’s Masters in Wealth Management, PhDs and pension transfer qualifications. When constructing client portfolios we rely on not only academic knowledge but also real world experience.

Once the portfolio has been constructed and the client funds are invested, we are then tasked with ensuring the investments are monitored on a regular basis. Our investment management service will ensure that your portfolio is rebalanced to ensure consistency of risk and that the individual funds will be rigorously screened regularly to ensure they are still appropriate for inclusion within the portfolio.

We are happy to meet clients at our office in Clifton or at their home and offer a free no obligation initial consultation. During this meeting, we will ask questions that will enable us not only to recommend the most appropriate product but also to help us identify the most suitable investment management strategy to sit within that product. This is also a perfect opportunity for clients to find out more about our firm, our ethos, charging structure and any other details that they may want clarified regarding our investment management service.

About Us

We believe that in order to dispense suitable advice, advisors 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 advisors 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.

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.