Chartered Wealth Manager, Chartered Fellow CISI, CISI Masters In Wealth Management, Pension Transfer Specialist
Antony is an ethical investment expert who is passionate about helping clients to invest ethically. He believes that this process should be made a simple as possible and as such guide’s clients through the process by communicating in plain English. Antony is a Chartered Wealth Manager and has achieved the Masters in Wealth Management qualification. He is also one of a small number of qualified pension transfer specialists within the UK. Antony started his career working for a leading investment brokerage before founding Churchill Wealth Management and being appointed the firm’s Managing Director. He is devoted to continuing to develop professionally and as such is studying towards the CFA. Antony is originally from South Devon and now lives in Bristol with his wife and dog. In his spare time he is a keen marathon runner and an admirer of vintage cars.
Dr. Matthew Barrett
Chartered Wealth Manager, Chartered MCSI, Pension Transfer Specialist, PhD, MSc, MSc, BSc
Matthew is a Chartered Wealth Manager and holds the highest qualification level obtainable from the Chartered Institute of Securities and Investment. He has a PhD in Socially Responsible Investing, an MSc in Accounting and Finance and an MSc in Business Management Research. Before co-founding Churchill Wealth Management, Matthew worked in ethical portfolio management for two of the country’s leading wealth management firms. Matthew is an expert in Socially Responsible and Ethical Investing and has written a number of academic papers on the subject.Matthew lives with his wife and two children in North Bristol. In his spare time he is studying for a Masters in Sustainably Leadership at the University of Cambridge. He also enjoys low level park football and is a co-founder of the Old Cliftonian Football Club.
Head of Operations
BA (Hons), ACII, Cert Pfs
Paul is in charge of operations at Churchill Ethical Investment and ensures the business runs smoothly on a day to day basis. He has been in the finance industry for over 25 years and has previously worked for Sun Life Assurance Society and AXA. His pensions and packaged product knowledge is considerable and he is an integral member of the team. Paul has two sons and lives just outside Bristol. Paul regularly travels to Stoke to watch his beloved Stoke City play live.
Ethical Investment Analyst
Sue has always invested her own pension contributions into a range of ethical funds, and has made her home almost carbon neutral by replacing her old oil boiler with a biomass boiler and installing PV Solar panels. Sue is a Chartered member of the Personal Finance Society and has worked in financial services since 1994, when she joined the Bristol investment team at Lloyds Private Banking. After spending some time in a head office role at Lloyds, Sue moved into independent financial planning focusing on investments and retirement planning. Sue has exceeded the normal qualifications for financial advisers, to become a Pension Transfer Specialist and achieve the Advanced Diploma in Financial Planning from the Chartered Insurance Institute (CII). This summer Sue has hiked up Snowdon, learnt a little paddle boarding, and had a fabulous time white water rafting on the River Tara in Montenegro. (http://www.activetravelsmontenegro.com/white-water-rafting-in-montenegro)
Ethical Investment Analyst
Dip FA, ACSI, BA Hons
Tom is a Level 4 qualified member of the Institute of Financial Services and an Associate member of the Chartered Institute for Securities & Investment. He has worked within the Insurance, Sales and Financial Planning industries since 2005. During this time Tom has also achieved a degree in Theology from the University of Exeter, where he was the President of the Theology Society. Tom has clocked up hundreds of hours volunteering and campaigning for causes he believes in. Tom provides financial analyses for clients, including retirement analysis, ethical investment portfolio analysis and risk management needs analysis. Outside of work he enjoys making the most of Bristol’s food and events scene, and watching every documentary available on Netflix and beyond.
Head of Administration
Sue is generally the first point of contact for clients contacting Churchill Ethical Investment. She has worked in the finance sector 30 years, starting her career at the Bank of England before working as a manager at Lloyds Private Banking. Sue lives with her husband in Bristol and enjoys spending time with her 2 children and 5 grandchildren.