Jeff

Business owner

Name: Jeff

Location: London

Client since: 2012

Client Type: Business owner

What prompted Jeff to seek financial advice?

Jeff realised that more than ever, he needed to start planning for the future in terms of savings, pensions and future cash flow. He also had concerns about his inheritance position with family.

He was keen to undertake risk assessments for his pension and investment planning and have a proper understanding of how his cash flow situation would look over the coming years. He also needed business advice in terms of Key Person Assurance and auto-enrolment.

Finally, Jeff needed advice for his parents regarding Powers of Attorney; they have now become clients of Advice Matters.

How did Chris help?

Using the cash flow modelling programme, Chris has produced an ongoing lifetime ‘map’ in terms of cash flow throughout the coming years, Inheritance Tax planning, business planning, pensions and investments.

Jeff finds that his regular face-to-face meetings with Chris, along with the follow up reports and actions, are really useful for keeping his financial plan on track.

How has Jeff benefited from our advice?

Jeff says: “I now have a greater sense of being more organised financially. The regular review of our ambitions, needs and future planning provides a lot of comfort and assurance to me and my wife.”

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