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.
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.