Churchill Investments

Churchill Investments is a North Somerset based chartered advisory firm that provides independent financial planning and collective investment advice to clients across the UK, managing over £200 million in assets. The firm focuses on advice based on individual circumstances and objectives.
  • Estate planning
  • Investment advice
  • Financial planning
  • Insurance services
  • Pensions and retirement advice
Size
Small
Phone
01934 844 444
Website
churchillinvestments.co.uk
Email
Available in Endole App
Locations
9 Woodborough Rd, BS25 1AB
01934844444
Digital Popularity
Popularity over time
Social Media
Company Details
Churchill Investments is operated by Churchill Investments Plc and is a Active company incorporated on 13 November 1995 with the registered office located in Winscombe, Somerset. Churchill Investments Plc was registered 29 years ago.
Status
Active
Size
Small
Directors
3
Age
29 years old
Employees
13
Turnover
£1.87M
Total Assets
£3.28M
Cash in Bank
£1.86M
Total Liabilities
-£338.58K
Mr Thomas Robert Ware
Director • British • Lives in UK • Born in Feb 1988
Mr James Kenneth Ware
Director • Secretary • PSC • Investment Company Director • British • Lives in England • Born in Feb 1958
Mrs Nicola Jane Ware
PSC • British • Lives in England • Born in Mar 1958
More information on Churchill Investments Plc
Teams
All
3
Wealth Management
2
Finance
2
Support
1
Jayne Mathias
Administrator • Joined Feb 2018
Michael Pye APFS
Chartered Financial Planner • Joined Oct 2020
Zak Johnston-Smith
Trainee Paraplanner • Joined Sep 2024
Jayne Mathias
Administrator • Joined Feb 2018
Michael Pye APFS
Chartered Financial Planner • Joined Oct 2020
Zak Johnston-Smith
Trainee Paraplanner • Joined Sep 2024
Michael Pye APFS
Chartered Financial Planner • Joined Oct 2020
Zak Johnston-Smith
Trainee Paraplanner • Joined Sep 2024