Advice Matters Financial Planning Ltd profile

Phil & Jane

Business owners

Name(s): Phil Whitehurst & Jane Senior

Location: Kendal, Cumbria

Client since: Late 1980’s

Client type: Business owner

Phil and Jane are married to each other and have a strong personal connection to the Lake District and surrounding area.

They have both been self-employed for over 25 years, starting a business as a partnership, then becoming Directors of Evolution Consulting (UK) Ltd, a firm specialising in leadership, management development and executive coaching.

What prompted Phil and Jane to seek financial advice?

Being self-employed Phil and Jane don’t have the benefit of a company pension plan or any of the associated benefits of being employees. Therefore, they wanted advice on how to create a sustainable business which allowed them to create a wealth plan for the future. They wanted the flexibility of being able to contribute to a pension and/or savings plan without being tied into a rigid scheme. They needed help to navigate through the many different options and possibilities available.

How did Chris help?

Chris worked with Phil and Jane to really understand their personal circumstances, their attitude to risk and the life plans they had. With this information he was able to support them in making realistic plans for building up a healthy pension plan and making sound decisions on capital purchases along the way.

How have Phil and Jane benefited from our advice?

In Jane’s words: “Chris’s input has been invaluable on our professional / life journey!”

Using a cash flow modelling programme, Chris helped Phil and Jane to plot a realistic savings plan for both the short term, and for their long term retirement plans.

This exercise gave them both the confidence to make the right decisions financially, and the peace of mind that their long term security and care has been taken care of.

Jane continues: “We are currently able to blend a mix of work / non work in a way that allows us a great quality of life together. We also have the opportunity to develop new business interests, safe in the knowledge that our long term situation has been well catered for. We would never have been able to do this without the advice and support of Chris!”

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

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