FAQs

We get asked a lot of questions. That’s OK – we love questions! Take a look at some of the more frequently asked questions below. If there’s a question we haven’t covered, please let us know by getting in touch.

We’ll meet you in your home, workplace or at a venue to suit you.

No, we cover the cost of the first initial meeting.

Please bring with you any financial information/papers you have, plus a passport and driving licence if applicable.

We recommend that you schedule an hour.

Absolutely not, you do not have to make any commitment at the initial meeting (and don’t let anyone else tell you otherwise).

Please call our offices on: 0113 2687928 or email advicemattersuk@gmail.com or use the contact us form below.

Yes, we’re completely independent financial planners. This means that we are not tied to, or incentivised by, any product providers.

Yes, we are regulated by the Financial Conduct Authority (FCA) under reference 779172. You can find us on the FCA register by clicking here

Our office would still be open and your first point of call. We will always have a locum firm available for any urgent needs.

Depending on your requirements we will meet you annually or every six months, whatever suits you.

Yes, we are available at any time for phone calls and additional meetings as part of the service.

Financial planning is about focusing on your aims and objectives in your life and how you can use your wealth now and in the future, to achieve these.

This is a method of plotting your finances and working out what you need to do to achieve your lifestyle and goals. It can also look at the "what-ifs" in life and how they will affect your finances.

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