Alan and Karen

Approaching retirement

Client names: Alan & Karen Campbell

Client location: Shirenewton, Monmouthshire

Client since: 1986

Alan and Karen got married in 1986 in the Langdale Valley, Lake District. They met at work in the hotel where Alan was the hotelier and Karen worked in sales. After the birth of their two daughters, they bought their first house in the Lake District.

Being a hotelier, the family moved around a lot over the years, living in the Middle East, Ireland, Scotland and Europe. As a family, Alan and Karen needed to feel that wherever they were in the world, they always had a solid base to come home to.

What prompted Alan and Karen to seek financial advice?

Their goal was to make sure that their daughters had a good start in life, which included helping them onto the property ladder. At the same time, they wanted to secure their future and plan a retirement they could look forward to.

How did Chris help?

Chris initially advised them on their mortgage requirements, along with savings policies which remained through to maturity 25 years later. Gradually, their financial planning turned more towards options for retirement, with extensive pension planning, and also assistance with their tax returns in order to claim higher-rate relief.

How have they benefited from the advice?

Alan says “Chris has always been there from the start. You can ring him at any time, even when he’s in France, which I have done on a few occasions. He has pointed us in the right direction many times. Without Chris, our financial future would not be as strong as it is today. We know we can relax.

Chris is now advising our daughters, and we’re delighted to know that they’re in safe hands.”

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