Best Financial Advisors in Bristol

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.

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.

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.

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.

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.