Churchill Wealth Management

Churchill Wealth Management Ltd provides independent financial advice from Chartered Financial Planners, focusing on solutions for each client's financial needs. They offer guidance in areas including investment, pension, and estate planning.
  • Pension advice
  • Insurance advice
  • Investment advice
  • Estate planning advice
  • Independent financial advice
Size
Small
Phone
N/A
Website
churchillwmbridgend.co.uk
Email
N/A
Locations
13 Alma Vale Rd, BS8 2HL
01179237652
36 Llwyn Helig, CF33 6HN
01656331455
Digital Popularity
Social Media
Company Details
Churchill Wealth Management is operated by Churchill Wealth Management Limited and is a Active company incorporated on 12 July 2012 with the registered office located in Gloucester, Gloucestershire. Churchill Wealth Management Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
6
Turnover
Unreported
Total Assets
£349.81K
Cash in Bank
£131.46K
Total Liabilities
-£240.75K
Dr Matthew James Barwick Barrett
Director • Financial Consultant • British • Lives in England • Born in May 1982
Mr Antony Philip Walsh
Director • British • Lives in UK • Born in Jun 1971
David Barwick-Barrett
PSC • United Kingdom • Lives in UK • Born in Apr 1955
Mr Matthew Barwick-Barrett
PSC • English • Lives in England • Born in May 1982
Mr Anthony Walsh
PSC • English • Lives in England • Born in Jun 1971
More information on Churchill Wealth Management Limited
Teams
All
6
Matthew Barrett
Director • Joined Dec 2012
Tim Ewins Dippfs APFS Efp Chartered Financial Planner
Financial Adviser • Joined Mar 2017
Kate Holland-Smith
Firm Manager & Financial Planner • Joined Sep 2023
Ellen Harrison
Marketing Intern • Joined Aug 2013
Rebeca Barrett
Chartered Financial Planner • Joined Nov 2024
Josh Cullen ADV Dipfa
Chartered Financial Planner • Joined Oct 2021