Financial Advisers (Independent) in Chelmsford
Finances have never been my strong point – I’ve never really saved money because I prefer to spend it and make memories instead. My sister on the other hand has multiple saving accounts and investments and she is always urging me to do the same so I can save for my future. I’ve always wanted to move abroad and when I finally made plans and told my sister, she was insistent that I get help with my finances when I arrive so I could start seriously saving money for the future. She put me in touch with Churchill & Partners and I couldn’t be happier with the service. I’m literally clueless when it comes to finances and investments but my advisor was really helpful. He explained everything really clearly and simply. I was completely unaware of all the benefits available to me as an expat but my advisor wasn’t patronising at all and took the time to explain everything to me in detail. I wish I’d had a similar service when I was back in the UK because my finances would have been in much better shape, but I’m really glad that I made use of Churchill & Partners services when I did. In our meetings, I made decisions with the help of my advisor and he also helped me to put savings goals in place. His advice was invaluable in helping me make plans and investments that can help me meet these financial targets. I’d really recommend Churchill & Partners if, like me, you’ve moved away from the UK and need help with your finances. My savings and investments have never been in better shape and I feel like it’s all down to the team at Churchill & Partners. They knew what they were talking about, were thoughtful and patient in all our meetings and they were always on the other end of the phone if I had any questions or needed any help. Their customer service was excellent and the whole team were knowledgeable. If you need help with your finances and investments, I’d really recommend Churchill & Partners.
David Pascoe - 17/02/2014 | report this review
If you don’t know about the inheritance tax, prepare to be sickened. Day in, day out, all of our lives we struggle to ensure that we have money in our pockets so that we can put food on the table. I don’t want to make it sound like I’ve been hard done by. I’ve been lucky to get the jobs I need and more fortunate in the latter period of my life where I was able to live comfortably. But I worked hard for that. I teach my children that they have to work hard, that is an ethic that should be passed down as an inheritance I think. I always wonder what is going on the world when I see kids in their twenties that are lazy and uninterested. But I begun thinking recently that they had the right idea when I found out about inheritance tax. Every day, all of our lives, we eat, we sleep we work, all the time the government follows you around with their hands in your pockets. I’ve never complained until now. Not only do my earnings get taxed as I earn them, but they also get taxed again when I pass them on to my children 40% tax. It is understandable that children don’t want to bother. Once their life is over if you’ve earnt over a certain amount you will have barely anything to pass on anyway. The inheritance tax to me, just sounds like a reason not to bother working hard. Fortunately a friend guided me to a solution. His friend, one Graham Noble runs a financial specialists company called Churchill & Partners. This little company was able to point me in the right direction to legally avoid the intrusive tax. I’ve never been great with money, but I’ve been able to save, and I don’t think it’s fair that the money I have saved for the sole purpose of giving my children an easier start in life is taxed at all, let alone so highly! I haven’t spent my life time working hard and spending time abroad away from my children saving money so that the government could benefit from my life-time of work, they’ve already had over a fifth of my earnings. Churchill and Partners are providing a great and honest service to people out there like me.
Lena Becker - 17/02/2014 | report this review
I was approached by Churchill & Partners as an expat working in Switzerland. I’ve been fairly sceptical of financial advisors in the past, preferring to control my own money and investments, but I wouldn’t hesitate to recommend this company for financial advice after my experience with them. At first I was wary of employing the services of financial advisors, mostly because I didn’t want to hand control of my investments over to a third party, but I have never felt pressured to make certain decisions in the time I’ve been with Churchill & Partners. Everything is always explained clearly and simply and I’m always in complete control of my investments. I’m also always regularly in contact with my advisor who helps me keep up to date with my finances and I know that I can contact them at any time for help or advice. My advisor at Churchill & Partners has always clearly explained the benefits of my situation as an expat, and I realise that my investments would not be in the position they are in now if it wasn’t for the help and advice from my advisor. My savings and investments have increased beyond my expectations and I couldn’t be happier. All of the advisors seem highly knowledgeable and while this could come across as patronising, I always felt as if my advisor had my best interests at heart. What’s more, I value the service at Churchill & Partners: always professional, knowledgeable and never patronising, the advisors offer an excellent level of customer service. I had a lot of questions, particularly at the initial consultation and our first meetings, but my advisor was more than happy to help. I wouldn’t hesitate to recommend their services for any expats who need help with their savings and investments. I’ve been looking at the other services they offer, and I’m considering making use of their education funding service so my wife and I can start to save to fund our child’s education because I’m so impressed with the service and results I’ve seen from Churchill & Partners.
Lisa Bowden - 14/02/2014 | report this review
It doesn’t matter how well you think you’ve managed your finances if you’ve not spoken to Churchill and Partners. I had a storage company out in the continent which I’ve since liquidated and used the money from which to invest in several long term financial saving schemes for my retirement. I’m now surviving of one of my remaining businesses and looking forward to a prosperous retirement that will only be possible because of the work that Churchill and Partners has done for me. I met a Mr. Noble at a friend’s party in Zurich one evening, at which point he told me what it was he did, dropped me his business card and listened intently to what I had to say. After which, he explained that he could help me retire comfortably and that I could significantly reduce the amount of work that I was doing (I owned four businesses, I’ve closed one and I’m in the process of offloading two more.) Noble helped me allocate the result of my work to a variety of different offshore bonds. I felt like investing in businesses and companies that had similar priorities and ideals as I did. With the help of Churchill and Partners, I was able to find an array of different companies and charities that I felt suited my investments. Until I met Graham Noble, I believed that I had my finances all under control. But after several meetings with him, I learned that I would be able to make much more out of the business that I had done already. I worked hard all of my life for what I had so it was good to know that I would be able to retire handsomely without breaking my back working hard for another ten years. You may think that you have got a firm grasp on your finances, but the truth is, Graham and his staff at Churchill and Partners are able to make your money go a lot further than you ever could by yourself. Rather than working hard for another ten years, I’m now able to run just one company and let the investments I’ve made off the back of my other businesses kick in and take effect. For the hard working businessman, I couldn’t recommend anyone better to take control of your finances. Churchill and Partners can completely change your retirement.
Andrew Wyatt - 13/02/2014 | report this review
If you’re in need of some advice and guidance, or maybe just an improved knowledge of how your finances work when living outside of your home country, then I would recommend you contact Churchill & Partners right away. They’re the best financial services I’ve found, and their excellent team were fantastic at offering me independent, genuinely helpful advice about my money, my investments and how to secure my financial position for my family in the future. They specialise in offshore investments for their clients and, for expatriates, this is an incredibly helpful service to have around. I wanted to boost my money by making more informed decision when it came to my investments, and that’s why I went out looking for a great financial service like Churchill & Partners. Their products and services were geared towards me and what I needed from them, rather than the other way around, and this means that I have been able to move forwards faster than I could have hoped. All of the things I discussed with them were completely confidential, and I felt that I could trust them with my money every step of the way. Instead of the vague, unhelpful advice that you tend to get from other companies, the team at Churchill & Partners were incredibly helpful and always there to listen. You can be sure that someone knows what they’re talking about when you’re able to ask specific questions and actually get proper answers, and this was one of the many great things I experienced. I really needed somewhere to go and improve my knowledge and expertise, and that’s what Churchill & Partners offered me. Their advisors are all highly experienced and committed to their clients 100% - they really are the best service around and one that I will continue to use in the future. I highly recommend them to anyone in the same position as me, as I am now in a much better position that I was before I picked up the phone and called them.
Jenny Barrett - 09/01/2014 | report this review
I’ve been having trouble managing my investments over the last few months, and I was looking for a reliable portfolio management service that had been recommended by friends. I stumbled upon Churchill & Partners largely by accident and, after how helpful they’ve been, I’m really glad I did. Their portfolio management service is really brilliant, with an experienced team to help with advice and recommendations based on your situation, rather than the vague, general advice you tend to get elsewhere. The team at Churchill & Partners commit to long term monitoring of your portfolio if you want it, and this means that you can continue to use their helpful tips and advice over time. I know I found this very helpful, and it has helped me to regain control over my finances since first talking to them. Also, because they specialise in helping expats, they can give tips about tax liabilities and different benefits for expats living outside of their home countries. My investments are made so that I can ensure a good future for me and my family, and I’m very grateful to have found a service that helps me to do this more efficiently. They have helped me to manage and streamline my investment portfolio, reducing to risk involved with as my life inevitably changes. I feel that, in general, I have more freedom with the knowledge that they have offered me, and I wouldn’t hesitate to recommend Churchill & Partners to anyone in the same situation. It’s always useful to get a different perspective, and using a portfolio management service like this can be incredibly helpful. Also, managing your own investment portfolio can be time consuming and stressful – something we could all use less of – and handing those duties over to someone else is a huge relief. It frees up my time and gives me peace of mind that my investments are being looked after in the most efficient way. Contact them today to find out what I mean.
Gregg Davies - 02/12/2013 | report this review
Earlier this year, my partner and I moved to Switzerland to be closer to family and we were unsure what to do about our finances. We were unsure if transferring our investments and bank accounts with us to Switzerland would have any benefits, yet we wanted more information so we decided to get help from a company who seemed to have expertise in the field. We found out about Churchill & Partners online and thought it would be a good idea to book an appointment. After having bad experiences and poor service from financial advisors from other companies in the past, I’ve always been wary about discussing finances so I wanted to make sure I could trust the company. As soon as we arrived at churchill & partners we were put at ease and our advisor was helpful and thoughtful. He understood our concerns about moving our finances and investments to Switzerland and carefully explained all the details. I’ve never been really knowledgeable about finance, but I felt I could ask our advisor any question and he’d be more than happy to help. We informed him of our financial situation and current investments before he explained the advantages of investing in Switzerland rather than keeping our investments where they are. All of the information we were given was simply explained to us so we felt we had all the information we needed to make any decisions ourselves. After my previous bad experience with another financial company, this was really welcome and was a highlight of the service for me. I’d highly recommend the services of Churchill & Partners. Their advice was really helpful and we left our meetings confident that we had all information we needed. Our financial situation is better than ever before and the help of our advisor at the company has been really important in helping our finances improve.
Kevin Hambleton - 19/11/2013 | report this review
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