Dr. Matthew Barrett
PhD, Chartered Wealth Manager CISI Dip, Chartered Fellow CISI, Pension Transfer Specialist AwPETR, MSt, MSc, MSc, Cantab
Matthew is a PhD in Investment Management and has written academic papers in the area of ethical and socially responsible investing. In addition, he is a Chartered Wealth Manager and a qualified pension transfer specialist. He has an MSc in Accounting and Finance, an MSc in Business Management Research and is an alumnus of the University of Cambridge. Before co-founding Churchill Ethical Investment, Matthew worked in portfolio management for two of the country’s leading wealth management firms. Matthew lives with his wife and two children in Bristol. In his spare time he is a keen sportsman and was a founder of the Old Cliftonian Football Club. He also enjoys writing and presenting academic papers.
Chartered Wealth Manager, Chartered Fellow CISI, CISI Masters In Wealth Management, Pension Transfer Specialist
Antony is a Chartered Wealth Manager and has achieved the Masters in Wealth Management qualification. Antony started his career working for a leading investment brokerage before founding Churchill Wealth Management and being appointed the firm’s Managing Director. 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.
Chartered Financial Planner specialising in ESG and SRI Invesment, Advanced DipPFS, Pension Transfer Specialist, Award in Long Term Care Insurances
Tim is a Chartered Financial Planner and a qualified pension transfer specialist. He is currently working with Matthew on a book exploring the real impact that ESG and SRI investment has on the world. He started his career at a leading London firm before moving back to Bristol where he now lives with his wife, son and dog. In his spare time, he enjoys writing fiction (his debut, We Are Animals was released through Lightning Books in 2021) and cycling.
Chartered Financial Planner specialising in ESG and SRI Invesment, Advanced DipFA, Pension Transfer Specialist, Award in Pension Transfers, Award in Long Term Care Insurances
Josh is a Chartered Financial Planner and a qualified pension transfer specialist having joined financial services over ten years ago following his graduation from Swansea University. Based in South Wales with his wife and three children, he has acquired a broad range of knowledge and experience of the industry from his positions at previous financial advisory firms. In his spare time, he enjoys playing football, keeping active at the gym and seeing the latest cinema releases.