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
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 to have been included for the third year in a row.
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
Jayne Wynick
Office Manager
Hannah Wynick
Head Paraplanner
Micaela Tadmor
Technical Administrator and Junior Paraplanner
Helen Marwood
Administrator
David Wynick
Project Manager
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.
Jayne at a glance
I am responsible for the day-to-day office management including all business planning, accounts, compliance, governance and marketing.
I also work with Chris and Hannah on some of the more complex cases to ensure the best advice is given, especially in terms of legacy planning.
Hannah at a glance
I'm responsible for the day-to-day office management, ensuring all client meetings are prepared for and any recommendations are actioned. I am often the first port of call for clients and enquiries.
I work closely with Chris in the planning for the client recommendations and ensure these are carried out efficiently.
Micaela at a glance
Micaela’s role as a financial administrator involves performing administrative work for financial planners.
Helen at a glance
David at a glance
David works with the Advice Matters team to deliver on the company's philosophy. He also helps to implement ongoing projects which will benefit clients.
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.
Advice Matters is a trading style of Advice Matters Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority: 779172
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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