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Leaf Financial Advisers

(50)

Pensions, Equity Release, Ethical Pension & Investments

“Andy is a very friendly guy who goes to great efforts to provide the best advice and information available. He advised me primarily on equity release but was also able to help with pensions. He is very knowledgeable and I shall definitely be using hi...”

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Frazer James Financial Advisers

(50)

Sound
Advice
Information

“After trying multiple companies to manage our pensions, my wife found Frazer James, we did a lot of research and after consultation and an awesome, simple to understand meeting we plunged in. Couldn't have made a better choice. Pensions invested in...”

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Elite Financial Consulting

(50)

Deadlines
Remortgage
Sorting

“Thank you to Natalie for helping us find our mortgage for our house purchase. Natalie picked up from a previous company that let us down and did more in a day than the previous company did in a week. Natalie kept us up to date through the whole proce...”

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Moneo Wealth Management

(46)

Mind
Goals
Advice

“We have been Moneo clients since 2009. We were managing our own investments but it became clear that we needed professional advice. With Moneo's guidance our portfolio has achieved steady and consistent growth. At our annual planning meetings, we dis...”

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The Aspire Partnership

(49)

Cashflow
Team
Management

“I have known Naomi Keith for many years. Not only is she a delightful and warm person to be around, but she is completely trustworthy and always offers advice that is reassuring, personal to one's own circumstances and absolutely on the mark. So much...”

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Unividual | Bath Financial Advice

(50)

Critical Illness
Mortgage
Knowledge

“We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then when we were ready we moved onto pensions and investments. His knowledge...”

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Michelle Strelley Mortgage & Protection Adviser

(40)

Eye
Rate
Patient

“Michelle was there for us 24/7, she has answered all the silly questions we had without hesitation! We started talking about getting mortgage around 1 year ago, there was so so many if(s), but she managed to find the best way to get our own house and...”

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Ifamax Wealth Management Bristol

(35)

Tailored
Phone
Meetings

“I've been with Ifamax since 2014 and highly recommend their services. Max and members of his team are welcoming, knowledgeable, informative and efficient. The structure of their meetings with practical paperwork, ensure an easy, straightforward and ...”

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Streets Steele - Bristol Accountants

(34)

Team
Company
Financial

“Having had negative experiences with other accountants I was delighted to have discovered Ben Steele; his firm has been so utterly supportive during the pandemic and has made sure his clients have been provided with advice and updates on other source...”

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Ellis Davies Financial Planning

(37)

Financial Markets
Advice
Financial Well-Being

“Nick and the rest of the team that I have had a reason to communicate with have provided excellent client service. Nick is always friendly and professional. He makes sensible suggestions and explains them to me in a way I can understand. I now feel...”

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Perennial Wealth

(31)

Market
Pension
Advice

“Dale really knows his stuff! He took my wife's under performing pensions she had accumulated overtime and bundled them together. It's not only easy to mange now but the new pension is performing way beyond expectations! Positive Responsiveness, Quali...”

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BPA Immigration Lawyers

(37)

Student Visa, Refusal & Appeal, EU Visa

“Amazing service from start to finish and me and my partner now have our visa! The process was made extremely easy for us and saved us a lot of stress. Any queries were answered quickly and quickly promptly. I would highly recommend to anyone looking...”

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11.2 Financial Planning

(23)

Jargon
Financial Advice
Future

“Greg has been managing my pensions and investments for many years now in an efficient and productive manner. Almost as importantly he does this in a highly personalised and friendly manner. He will always find time to discuss matters with you and res...”

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Domus Financial Services

(30)

Mortgage
Pension
Advice

“Domus helped me with my mortgage application for my first home. They clearly explained everything, found all the best options and talked through all the different stages really helping me understand the process. They even went above and beyond their ...”

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Cleeve Financial Planning

(50)

Financial Services
Understand
Investments

“Cleeve Financial Planning are the financial advisors I've wanted for decades, and I was fortunate to start using them in 2023. My advisor was very helpful, and provided a detailed analysis of what was best for my situation and explained many of the...”

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Kilsaran Financial Planning

(37)

Pension
Investment
Questions

“I'm very happy with the service from Kilsaran Financial Planning. Stephanie is super friendly and very professional. She helped me set up a pension plan detailed to my needs. She was thorough in her process and explained every step. I look forward to...”

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Clifton Asset Management Plc

(33)

Future
Pension
Understand

“I've had dealings with Clifton Asset Management on a professional basis, through SIPPclub, for nearly seven years. In that time, I've found every member of staff to be knowledgeable and efficient in their work, and quick in their replies. Most impo...”

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Churchill Wealth Management

(28)

Financial Advisers, Pension Advisers, IFA

“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.”

FAQs

Are Churchill Wealth Management independent?

Churchill Wealth Management remains fully independent and as such, you can be sure that, unlike many restricted firms, we will be able to recommend the best product for your requirements.

Will I have to deal with different advisers?

No. At Churchill, you will be given one adviser who will look after your affairs to avoid you having to explain your circumstances every time you make contact. The advisers are the business owners and as such you can be sure your adviser will remain in place for years to come rather than being regularly allocated new advisers.

Do I have to leave them as separate plans?

No. They can be consolidated into a more modern scheme or left where they are. Usually, clients with multiple plans find that some come with guarantees and some without. We will write to the pension provider on your behalf and find out all the required information before we make any suggestions.

Can you help?

Yes. A great many self-employed workers make lump sum contributions towards the end of the tax year. We can also set up regular contributions and make an additional contribution if required.

What advice should I take?

Great care needs to be taken when considering transferring final salary or defined benefit schemes as they are accompanied by guaranteed benefits. Only advisers with pension transfer specialist exams such as the AF3 are allowed to advise in this area. At Churchill, all our advisers carry the requisite qualifications and where appropriate, we can help transfer these plans.

You'll find more information on the FAQ page of our website.

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GS Verde Accountants

(24)

Digital Accounting Systems, Mergers, Acquisitions & Business Sales, Outsourced Finance Team

“As a small ltd company I have worked with Astrum for over 15 years including their help in setting up the company. I am now retiring and I would like to say a huge thank you to Astrum all you have done for me over the years. Its been a real pleasure...”

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Digby Associates

(41)

As it Was
Questions
Insurance

“We first worked with Patty almost Two years ago. She helped us secure our mortgage on our first house during the back end of Covid when mortgages were tricky! She was so kind and understanding when we had a million silly questions (as it was all new ...”

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Miles Finch - Truly Independent

(6)

Free Consultation, Protection, Pensions

“Miles is very professional, friendly, trustworthy and helpful. He takes the time to explain things in an accessible way both verbally and in writing and personalises his advice and services to you holistically and as an individual. He is adaptable in...”

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Chalkhill Blue Limited

(8)

Consultancy, Training, Business Growth Coaching

“Chalkhill Blue have provided invaluable support to us over the years. Their coaching has enabled us to focus on our strengths and build an organisation which matches our values with our passion and aspirations. It has helped us achieve more than we t...”

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Sovereign Independent Financial Advisers

(15)

Advice
Understanding
Sound

“Sovereign provide an excellent service and have resolved all the financial issues I had when I first became a customer, as well as giving sound advice, all of which I have acted upon. Thoroughly recommended.”

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Absolute Wealth Management

(9)

Confidence
Advice

“I've always found the team's financial advice to be fuss-free, straight-forward and sound. I wouldn't hesitate to recommend them, whether you have money to invest or want to understand how you can maximise what you have. You certainly don't have to b...”

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Average Cost	£3760
Minimum cost	£1254
Maximum cost	£10653
Avg Per Hour Rates	£378

Best Financial Advisors in Bristol

The highest-rated Financial Planning & Wealth Management companies out of 132 vetted & reviewed in the Bristol area.

Leaf Financial Advisers

Frazer James Financial Advisers

Elite Financial Consulting

Moneo Wealth Management

The Aspire Partnership

Unividual | Bath Financial Advice

Michelle Strelley Mortgage & Protection Adviser

Ifamax Wealth Management Bristol

Streets Steele - Bristol Accountants

Ellis Davies Financial Planning

Perennial Wealth

BPA Immigration Lawyers

11.2 Financial Planning

Domus Financial Services

Cleeve Financial Planning

Kilsaran Financial Planning

Clifton Asset Management Plc

Churchill Wealth Management

GS Verde Accountants

Digby Associates

Miles Finch - Truly Independent

Chalkhill Blue Limited

Sovereign Independent Financial Advisers

Absolute Wealth Management

Retirement Planning and Investment Management Services in Bristol Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bristol

Popular in Bristol