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.