Business owners

How do you know that you need financial planning advice?

Maybe as a business owner, you’ve had enough of the long hours and the responsibility. Perhaps you’ve received the offer of a lifetime and you’ve decided to sell the business and put your feet up!

Or maybe you’ve seen a friend or family member benefit from the reassurance and peace of mind that comes with having a financial plan.

If you’re asking yourself questions such as:

  • Can I retire without selling my business?
  • Can I use my business to fund my retirement?
  • Could my business be helping to fund my pension tax-efficiently?
  • Can I enjoy my retirement and help my family financially?
  • How can I pass on my wealth to future generations? Do I want to?
  • How can I find the time to plan my retirement?

Then now is the time to put together a plan with a financial planner you can trust.

How we can help

We put our years of expertise and experience to good work, giving you the confidence and security to live the life you want with the money you have. We understand that your time is extremely limited. We adapt our service so that it works around you and your availability. We can undertake meetings remotely and will communicate with you as much or as little as you prefer.

We will:

  • Meet you (by video conference if you prefer) for an in-depth discussion about you, your business and your goals for retirement.
  • Find out what insurance policies you have along with your existing investments.
  • Uncover your attitude towards investing and determine how comfortable you are with different levels of risk.
  • Pull together details of all your existing investments and policies.
  • Put together a series of recommendations to help ensure that your wealth is working for you effectively. If accepted, this will become your financial plan.
  • Implement the financial plan; making sure to keep you updated on our progress.
  • With your agreement, we will continue to undertake regular face-to-face reviews with you. These are to help ensure that your financial plan is on track to take you through to retirement and beyond.

For more information on how we work with you, please take a look at ‘Your journey’

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