Advice Matters Financial Planning Ltd profile


I’m proud to be a Chartered Financial Planner. I’ve achieved this by demonstrating that I’ve met the strict qualifying criteria set by the Chartered Insurance Institute (CII).

Chartered is the “gold standard” of financial planning and positions me among the UK’s leading planners.

Chartered Financial Planners must:

  • Meet rigorous criteria relating to professional qualifications and competence, demonstrating the highest levels of financial and technical knowledge
  • Regularly consolidate and update their knowledge and be committed to their continuous professional development
  • Adhere to ethical and best practice codes, following an industry Code of Ethics, which can be enforced through disciplinary sanctions.

To put it another way, when you use a Chartered Financial Planner, you’re dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases.

Only the UK’s premier financial planners qualify for Chartered status. By working with a Chartered Financial Planner, you can be confident that you’ll receive the best possible advice, service and support. This also means that your best interests are at the heart of everything I do.

I believe that the Chartered status brings a wealth of benefits to my clients. If you wish to know more about how working with a Chartered Financial Planner can benefit you, please do not hesitate to get in touch.

With a Chartered and Certified Financial Planner, we have one of the UK’s top financial services professionals on our team.

As a Certified Financial Planner, Chris demonstrates that he abides by the CISI’s Code of Conduct which defines their ethical responsibilities to the public, clients and employers. He has also met the relevant work experience standards to demonstrate that he possesses financial counselling skills, in addition to financial planning knowledge.

As a Chartered Financial Planner, Chris has demonstrated that he has met the strict qualifying criteria set by the Chartered Insurance Institute (CII). This mark of trust shows that Chris is at the forefront of his profession.

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

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    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