Advice Matters Financial Planning Ltd profile

Independent financial planning

Providing advice to clients in Kendal, the Lake District and beyond

About you

Approaching retirement

As you head towards retirement you may be asking yourself questions such as: Can I retire when I’m ready to? Will I have enough money to enjoy my retirement? Can I enjoy my retirement and still have money to leave to my loved ones? Find out how we can help you answer these questions and more.

Business owners

As a business owner, you’ll have a number of options for funding your lifestyle, both now and at retirement. You may have questions such as: Can I retire without selling my business? Can I use my business to fund my retirement? We'll help you to address these questions and more.

What our clients say

We have used Advice Matters to advise us and manage our finances for over 20 years. At this stage in our lives, we are now seeing things come to fruition and have peace of mind financially that we have reached our goals.

Our friend in Kendal

We've been talking since 1999

Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster
Karen FaithfullJeff EllisMargaret McCaskieSteve Vickers

Chris Rhodes

Jane Senior & Phil Whitehurst

Peter Gregson

We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted that Chris has been included for the 6th year in a row, with 149 reviews.

Better yet, we are Cumbria’s only Top Rated Firm in 2024 and it’s the third consecutive year that we’ve qualified.

Meet the team

Chris Wheatman is our financial planner. He loves being with our clients; getting to know them and building up strong relationships which will last for many years. However, Chris can only deliver a first-class service with the support of our highly qualified and experienced back-office team.

Chris Wheatman

Financial Planner and Managing Director

Helen Marwood

Administrator

Chris at a glance

Chris Wheatman is our financial planner.

He loves being with our clients; getting to know them and building up strong relationships which will last for many years.

However, Chris can only deliver a first-class service with the support of our highly qualified and experienced back-office team.

Helen at a glance

Our clients

We want to make sure that we’re continuing to deliver a first-class service. So we recently surveyed our clients to ask them what they think of Advice Matters and how we help them.

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