Cookie Policy

INFORMATION ABOUT OUR USE OF COOKIES

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.

We use the following cookies:

Strictly necessary cookies. These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website, use a shopping cart or make use of e-billing services.
Analytical/performance cookies. They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.
Functionality cookies. These are used to recognise you when you return to our website. This enables us to personalise our content for you, greet you by name and remember your preferences (for example, your choice of language or region).
Targeting cookies. These cookies record your visit to our website, the pages you have visited and the links you have followed. We will use this information to make our website and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose.

You can find more information about the individual cookies we use and the purposes for which we use them in the table below:

Cookie

Name

Purpose

More information

Necessary

__cfduid

Used by the content network, Cloudflare, to identify trusted web traffic.

http://www.aboutcookies.org.uk/cookie-types

Statistics

_ga

Registers a unique ID that is used to generate statistical data on how the visitor uses the website.

http://www.aboutcookies.org.uk/cookie-types

Statistics

_gat

Used by Google Analytics to throttle request rate

http://www.aboutcookies.org.uk/cookie-types

Statistics

_gid

Registers a unique ID that is used to generate statistical data on how the visitor uses the website.

http://www.aboutcookies.org.uk/cookie-types

Marketing

Collect (Google Analytics)

Used to send data to Google Analytics about the visitor’s device and behaviour. Tracks the visitor across d evices and marketing channels.

http://www.aboutcookies.org.uk/cookie-types

Marketing

PREF (YouTube)

Registers a unique ID that is used by Google to keep statistics of how the visitor uses YouTube videos across different websites.

http://www.aboutcookies.org.uk/cookie-types

Marketing

VISITOR_INFO1_LIVE (YouTube)

Tries to estimate the users’ bandwidth on pages with integrated YouTube videos.

http://www.aboutcookies.org.uk/cookie-types

Marketing

YSC (YouTube)

Registers a unique ID to keep statistics of what videos from YouTube the user has seen.

http://www.aboutcookies.org.uk/cookie-types

Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.

You block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.

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

Advice Matters is a trading style of Advice Matters Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority: 779172

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

Cookie Policy

INFORMATION ABOUT OUR USE OF COOKIES

What our clients say

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