We are independent
financial advisers specialising in investment, where we have specialist
expertise. We have been trading since 1996 and are based in Winscombe, a North
Somerset village about 15 miles south of Bristol on the A38. This location
suits us very well, and since we will meet clients wherever it is convenient,
they do not have to trek out to Winscombe to meet us. The village does, though,
contain an excellent pub and restaurant.
We also operate an
agency for Coventry Building Society formally Stroud and Swindon.
For the record, we are not connected in any way with
the dog-and-bone Churchill that sells car insurance.
Our aim is to provide a genuinely personal ongoing
service and given the depth of experience we have throughout our team we are very
well placed to do so. On top of this experience we also have a 7 strong administration
team in place supporting both the advisors and our clients when it comes to the
execution of advice.
Jamie
Ware
Before
founding Churchill Investments in 1996 Jamie held a Director’s position at
Foreign and Colonial Asset Management and before his stint in the city gained
experience in the protection space working for Phoenix Assurance. Having been
as close to the coal face as one can possibly get when it comes to the
construction of retail financial produces Jamie’s knowledge of the investment
vehicles used at Churchill is second to none. Knowledge built up over a 25
years spell in the industry.
After
living in London Monday to Friday for many years Jamie is now based 5 minutes
from the office in Churchill with his Wife Nikki. Despite being diagnosed with
both Asthma and Diabetes Jamie still likes to try his hand at half marathon
running and is a 'Gold Card' holder of the Great North Run. Originally from
Minehead, at weekends Jamie can often be found on the hills of Exmoor coving
great distance with his 2 Labradors, Spenser and Randolph.
Steve Poland
Steve
has been with Churchill since the start and after 15 years at the company many
of which spent as a Director, plays a key role in the inner workings of the
firm. It is quite astonishing that the 15 years at Churchill, make up less than
half of Steve’s time in the industry. After a period at the Inland Revenue and
an advisory career spanning over 20 years Steve is well versed with the issues
surround retirement planning. On top of this through his connections with a
number of Solicitors Steve has the expertise needed for all aspects of
Inheritance Tax, trust and Pension planning.
Steve
has lived in Weston-Super-Mare with his wife Kate for many years now and is a
big fan of Somerset cricket. The sporting interest doesn’t stop at cricket with
just about any competitive sporting event catch Steve’s eye.
Ian Evans
Joining
Churchill Investments in 2005 Ian has recently achieved his QCF level 4 which
compliments over 22 years experience as an adviser nicely. Having worked at
Lloyds banks for many years Ian is no stranger to a high standard of training
which has left him more than able to advice on a wide range of subjects including
Life Insurance and Pensions and investment to name but a few.
Having
lived in Somerset all his life and now married with 2 children, Ian has
naturally developed into quite the rugby expert. Having played to a high
standard in his youth Ian is now an avid supporter of Bath and his views on
England selection often feature in conversation.
Jim Bloodworth
Jim
joined Churchill Investments in 2008 after holding a variety of senior
positions in the adviser support team at Standard Life. After many years of
supporting advisers in the area Jim’s knowledge of the industry is vast and
Jim's expertise’s in the pension arena are an asset to the company. Jim is yet
another one of the team who has industry experience of over 25 years and with
QCF level 4 being achieved some time ago the sights are being set higher still.
Jim
now lives with his wife Kerry in Burnham on Sea and is another diehard fan of
Somerset cricket. Having played for a number of years, Jim is now heavily
involved in the various committees needed to run both the local cricket and
rugby team.
Jon Lawson
Before joining Churchill Investments in 2009,
Jon has gained over 24 years experience in the industry with an impressive
track record of management positions at a number of life companies. After
building up a telephone sales division at Standard Life Jon turned his
expertise to advising. Not only does Jon hold his QCF level 4 he is well
underway to achieving the next rung of the qualifications ladder.
After
spending the majority of his adult life in Bath Jon now lives with his wife and
2 children in Nailsea, a distance from Winscombe Jon prefers to cycle, although
this is done on a strictly fair weather basis. However, supporting his 2 boy’s
football careers from the side line has to be done in all conditions and with
an energetic Spaniel who likes to try her hand at gardening if not walked Jon
is no stranger to the British weather.
Richard Forrest
Richard
joined Churchill Investments in 2011 prior to which he has advised at a
selection high profile institutions, most recently Aviva Life and prior to that
the High Net Worth and Corporate divisions of Barclays Bank. Not only does
Richard possess the experience acquired from over 23 years in the industry he
is also equipped with a vast array of professional qualification translating
into QCF level 4 status being achieved. All of this means Richard is well
drilled in the requirements of clients and allows for a full advice package to
be offered.
Having
lived in Stroud with his wife Nikki since 1998 Richard can often be found on a
Saturday morning at the local golf course with his son or attempting to water
ski at the Cotswolds water sport club. The Skiing obsession isn’t just limited
to water and many a snow covered mountain have been graced with Richard presence
over the years.
