Advice Matters Financial Planning Ltd profile
0113 2687928 info@advicemattersfinancialplanning.com
Client Login

Community

We’re a small team, but we want to support and ‘do our bit’ for our local community.

Working with local charities is something we’re committed to as a business.

Chris has supported St John’s Hospice for the past 12 years, following the excellent care they gave his younger brother David. Chris undertakes as much fundraising as he can.

David would have turned 50 in 2016, so Chris decided to do something special to commemorate him. He signed up for the Great China Trek and raised over £2,000. Overall the team of 30 trekkers raised a massive £120,000 for the hospice.

As a trustee and member of the club’s charity board, Chris helps to oversee the running of the club, utilising his skills to keep an eye on the club’s finances and investments. In 2017 the club moved to new, bigger premises and now, as well as rugby of all ages, the club is a venue for non-rugby activities including pop concerts and wedding receptions.

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

I'm very grateful for all Chris's good, solid and useful advice in planning for the future years!

Our friend in London

We've been talking since 2014

I was a bit scared about having a financial adviser until I met Chris Wheatman. He quickly put my mind at rest; no rushing, no selling, just keeping all information simple, in a language I could understand.

Our friend in Bolton-le-Sands

We've been talking since 2019

I have worked with Advice Matters since the business started. Between us, we have regularly reviewed my choice of investments and investment performance. I am pleased to say I am ready for retirement now at the age of 55.

Our friend in Wilmslow

We've been talking since 2004

I have used Advice Matters for about 20 years and have always found them to be a knowledgeable and professional team. My loyalty is to Chris Wheatman personally as he has always been my point of contact. Changing circumstances require changing advice and he has always been able to adapt financial products in a needs-appropriate way.

Our friend in Brazil

We've been talking since 1999

I have been dealing with Advice Matters since I started my first job when I was 17 years of age. The advice that has been given over the past 27 years has been great. Whether it was when I took out my first pension, right through to owning my own house and having to take out life insurance. A company I can recommend to any friends knowing they will be well looked after.

Our friend in Windermere

We've been talking since 1992

Advice Matters have changed my view of IFAs, with a client-focused approach, and a genuine concern for my priorities. I feel that with Chris and his team I have someone really competent at my side.

Our friend in Hereford

We've been talking since 2016

Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster
Karen Faithfull Jeff Ellis Margaret McCaskie Steve Vickers Richard Freeman Richard Rigg Mark Trepte

Sign up to receive our newsletter

Receive our regular articles containing helpful hints and tips, straight into your inbox.

    Please read our Privacy Policy.

    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.

    Copyright © 2024, Advice Matters Financial Planning Ltd.