Advice Matters was established by Chris Wheatman in 2004
But we’ve been providing independent financial planning advice to clients in the South Lake District for nearly 30 years.
In that time, we’ve grown and we now have a team of experts providing back-office support to Chris. This means that he can focus all of his time and energy on you.
It’s this focus which makes Chris a financial planner, rather than an adviser. He takes time to get to know his clients and really understand their hopes, plans and concerns. This way, the team can develop a tailored financial plan to help you to live the life you want.
What our clients think
Our success and longevity is all thanks to our clients, many of whom have worked with us for many years and recommend us to their friends and family.
They tell us that they enjoy the security and reassurance of having a trusted expert to manage their financial planning. They like the fact that we do what we say we will and get things done!
Click here to take a look at some of the feedback we’ve received from our client survey.
We continue to grow and hope that you will join us on our journey, as we invest in technology and expand our team to meet your needs.
How you’re protected
Our aim is to continue to deliver 100% satisfaction for our clients. We hope that there will never be cause for complaint. However, in the unlikely event that we are not delivering the level of service you expect, you have the right to make a complaint.
In the first instance, please contact us so that we can put things right. You can write to: Advice Matters Financial Planning Ltd at: Yorkshire Medical Accountants LLP, Jason House, Kerry Hill, Horsforth, Leeds, West Yorkshire. LS18 4JR or phone 01132687928.
If we can’t settle your complaint, you may be entitled to refer it to the Financial Ombudsman Service (FOS). You can do so by contacting them on 0800 023 4 567. For more information, please visit the FOS website www.financial-ombudsman.org.uk
We’re very happy to provide a summary of our complaints handling procedures on request.
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
We’re a VouchedFor Top Rated firm
We have been included in the VouchedFor Top Rated 2023 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 a second year in a row.
Better yet, we’re Cumbria’s only Top Rated firm in 2022 and 2023!
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.