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.
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
Our friend in Kendal
We've been talking since 1999
Our friend in London
We've been talking since 2014
Our friend in Bolton-le-Sands
We've been talking since 2019
Our friend in Wilmslow
We've been talking since 2004
Our friend in Brazil
We've been talking since 1999
Our friend in Windermere
We've been talking since 1992
Our friend in Hereford
We've been talking since 2016
Jane Senior & Phil Whitehurst
We’re a VouchedFor Top Rated firm
We have been included in the VouchedFor Top Rated 2022 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.
Better yet, we’re Cumbria’s only Top Rated firm in 2022 to have made the cut!
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.
Financial Planner & Managing Director
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.
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.