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
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 & Managing Director
Jayne Wynick
Office Manager/Paraplanner
David Wynick
Projects Manager
Hannah Wynick
Paraplanner
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
Jayne is responsible for the day-to-day office management, ensuring all client meetings are prepared for, and that any recommendations are actioned.
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.
Hannah at a glance
Hannah is our ‘extra hand’ within Advice Matters, helping out as and when needed. She is currently studying for exams to become a Chartered Financial Planner.
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
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