Churchill Personal Investments

Churchill Personal Investments is part of a Group of companies that presently employs in excess of fifty staff in a number of European locations and has a total turnover in excess of £25 million. The group has been providing confidential financial solutions for expatriates for nearly a quarter of a century, and is committed to the modern requirements of Independence, Expertise and Service.

Our clients are predominantly expatriates based in Spain but there are a growing number both in France and Portugal as well as pockets of activity in countries as far apart as Holland, Estonia, Turkey and even Hong Kong. Many of our clients also spend some of each year in their home country and thus benefit from our international locations and experience.

Independence is of paramount importance to us in providing truly objective advice that is in the interests, and fulfils the requirements, of our clients. To this end, we advise on funds, products and accounts from over fifty investment houses, insurance companies, banks and building societies. We ensure that these international companies have strong trading histories and are based in secure locations.

Many countries have little or no regulatory systems or investor protection and we have thus always stressed our adherence to UK industry principles, and levels of knowledge and qualification. All Consultants hold the Financial Planning Certificate, which is obligatory for all UK Independent Financial Advisors. We believe that this level of expertise is a necessity.

We concentrate on providing service to clients on a continuous basis. Of course, any company can say that. The constantly increasing work that we undertake for existing clients, and the frequent referrals from them, seems to be a reflection of our success in this area. This encompasses: regular Personal Reviews; the production of a quarterly newsletter, the “Financial Focus”; the provision of a complimentary Information Service. All this ensures that our clients are fully and regularly informed.

We are able to provide assistance in the following areas:

Inheritance Tax Strategies
Pension & Retirement Planning
Corporate & Family Protection
Trust & Offshore Company Formation
Portfolio Management
Investment Advice
Offshore Banking
Savings Options


Churchill Personal Investments
Paul Stanfield BSc Hons - Managing Director
Churchill Marketing & Advisory Services S.L.
Ctra. Cabo La Nao 71-6 (350)
03730, Javea
Alicante
Telephone: 96 646 1562/07 Facsimile: 96 646 0280
Email: head.office@cpi.drago.net