Dr. Matthew Barrett

Dr. Matthew Barrett

Director

Chartered Wealth Manager CISI, Chartered Fellow CISI, Chartered Associate LIBF, Masters in Wealth Management CISI Dip , PCIAM CISI Dip, IMC, PhD, MSt, MSc, MSc, BSc, Cantab

Matthew is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI) and Chartered Associate of the London Institute of Banking and Finance. He has a PhD in Socially Responsible Investment and has written academic papers in the area. He holds the UK Social Investment Forum’s Certificate in Green and Ethical Investment, the CISI’s Certificate in Sustainable and Responsible Investment, the Institute of Sustainable Philanthropy’s Certificate in Philanthropic Psychology, and the Centre for Effective Altruism’s Certificate in Effective Altruism. Matthew is also a Chartered Wealth Manager; an alumnus of the University of Cambridge’s Institute for Sustainability Leadership (MSc in Sustainability Leadership) and he is on the advisory board of the Norwich University Center for Global Resilience and Security (USA).

Antony Walsh - Managing Director

Antony Walsh

Managing Director

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.

Kate Holland-Smith

Kate Holland-Smith

Firm Manager & Financial Planner

DipPFS, MA (Oxon), BA (Oxon)

Kate is a Financial Planner and our Firm Manager. She is an alumnus of the University of Oxford and started her career in finance working for one of the “Magic Circle” law firms in London, before moving back to Bristol to be closer to her family. She is a Trustee of an educational Endowment Fund, Director of Bristol Achieve CIC (a community interest company supporting disadvantaged young people in Bristol to succeed in ambitious pathways) and Chair of the Old Cliftonian Society. Outside work, Kate enjoys spending time with her husband, three children and their pet cockerpoo “Alfie”. In any spare time, you will find her attending live music and film events or enjoying Bristol’s foodie scene.

Tim Ewins

Tim Ewins

Chartered Financial Planner

Chartered Financial Planner specialising in ESG and SRI Investment, Advanced DipPFS, Pension Transfer Specialist, Award in Long Term Care Insurances , certificate in Sustainable and Responsible Investment

Tim is a Chartered Financial Planner and a qualified pension transfer specialist. He is currently working on a book exploring the real impact that ESG and SRI investment has on the world. Tim 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 two novels, We Are Animals, and Tiny Pieces of Enid can be found in all good bookshops) and swimming.

Paul Riley

Paul Riley

Head of Operations

BA (Hons), ACII, Cert Pfs

Paul is in charge of operations at Churchill Wealth Management 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.

Josh Cullen

Josh Cullen

Chartered Financial Planner

Chartered Financial Planner specialising in ESG and SRI Investment, Advanced DipFA, Award in Pension Transfers, Award in Long Term Care Insurances

Josh is a Chartered Financial Planner 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.

Carlo Valuto

Carlo Valuto

Head of Dealing

Financial Planning Certificates 1-2-3 / CF2 – Investment & Risk / CF6 – Mortgage Advice / FA7 – Financial Services Products / R01 - Financial Services Regulation & Ethics / R05 – Financial Protection

Carlo brings a wealth of experience and knowledge to Churchill Wealth Management from having worked in the financial service industry for over 30 years for firms such as St. James’s Place Wealth Management, Whitechurch Securities and Chase De Vere. He prides himself on delivering excellent client service. Carlo is married with a young daughter and lives in central Bristol. On his days off he enjoys cooking and going to live shows and the theatre and is also a keen photographer.

Sue Forber

Sue Forber

Head of Administration

IAC

Sue is generally the first point of contact for clients contacting Churchill Wealth Management . 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.

Rhys Meredith

Rhys Meredith

Paraplanner

R01 - Financial Services Regulation & Ethics / RO5 - Financial Protection

Rhys has worked in financial services since graduating from University with a BA (Hons) in Banking & Finance. He is currently studying towards his Diploma in Regulated Financial Planning. Originally from West Wales, Rhys now lives in Clifton, Bristol. In his spare time, he enjoys mountaineering and exploring off the beaten track, be it on two feet or two wheels.