Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

Peter Gregson

My name is Peter Gregson and I’ve worked with Chris at Advice Matters for something over 20 years.

Over that period, Chris has helped myself and my wife with a range of different things, from investments to tax planning and, particularly, to pension planning, which was very much on our mind while we were approaching retirement.

Chris and the team at Advice Matters were massively helpful for us because, first of all, they really understood our needs. They understood our attitude to risk and then worked to help us in the best possible, personalised way.

I think working with Chris and the team at Advice Matters really gave us the confidence that we could be financially secure, given all the measures that he’s helped us put in place for our retirement.

Without Chris’s help and support, I don’t think we would have had such confidence in approaching retirement, as we really feel that our finances are in a great place for us.

We feel confident that, with Chris’s help and support, we’re going to be able to do many of the things that we’d planned to do in retirement and have got the finances behind us to do so.

The three words I’d use to describe Chris and Advice Matters are: knowledgeable, supportive, and perceptive.

I think the best thing about working with Chris is that he’s really taken the time and trouble to understand who we are and what our motivations are. He’s been able to give us advice that’s completely personal to us.

I think the support from other members of the Advice Matters team is really excellent, too. In particular, we found Jayne very efficient and on the ball, and understanding and supportive of what our needs were.

I’d definitely recommend Chris and the Advice Matters team to other people and, indeed, have done so in the past.

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