Steve

Director

Client name: Steve

Client location: Manchester

Client since: 1992

Client Type: Approaching retirement

Steve is a Director of an insurance business. He is married and together with his wife is a client of Advice Matters. Steve is keen on charity work and has recently completed a charity fundraising trek in Transylvania.

What prompted Steve to seek financial advice?

Whilst Steve had no financial concerns, he wanted to know if early retirement would be a possibility. As financial services was outside of his expertise, he knew that he needed to work with someone with experience and knowledge of the opportunities and possibilities in the market place.

How did Chris help?

With sensible step by step advice, Chris advised Steve and his wife as to what they should consider at various stages in their lives, and what they could afford to do at each stage. They started with building up their pensions, then looked at other options.

How has Steve benefited from our advice?

Steve and his wife have been able to carefully build a portfolio of investments which will enable them to be able to retire when they feel ready to do so. Steve says “this gives the option as to when or whether we want to do things. We won’t need to work for the next ten years if we don’t want to. The advice we’ve been given has enabled this to be possible and you can’t ask for more than that!”

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