Advice Matters Financial Planning Ltd profile

Our referral incentive

With your help, we’ve hit our target for our chosen charity!

Last year, we initially set ourselves the target to raise £1,000 and are delighted to share that we’ve exceeded that.

In total, you’ve helped us raise £1,150 for St John’s Hospice, a local charity that provides free palliative care to patients with life-shortening conditions.

Due to the success of this scheme for two years in a row, we’re very happy to announce that we’ll be continuing our donations throughout 2023. Our aim is to donate at least £1,000 again for the charity.

Financial advice really does matter. We’re here to provide peace of mind to your friends, family and work colleagues when it comes to achieving their life goals, both now and in retirement.

As a client of Advice Matters, you’ll know first-hand the benefits of working with us. You’ll also know other people, including friends, relatives, and work colleagues who we can help.

So, we’re delighted to launch our Introduction Incentive Programme aimed at raising money for a great cause.

The Introduction Incentive Programme means we’ll make a £50 charitable donation for each person you recommend to us who books an initial meeting. It doesn’t matter whether that meeting takes face-to-face or remotely and there’s no requirement for them to become a client.

Very simply, if you recommend them to us and we meet them, we’ll make a £50 donation on your behalf.

Who’re we donating to?

We’ve chosen to donate to St John’s Hospice based in South Lakes. This charity is local to us and one we hold close to our hearts after they helped care for Chris’ brother during his illness.

Our initial target for the year is to raise £1000 to support the hospice. With this, we can help St Johns Hospice provide care for patients, with the money going towards beds, nursing & medical care. This money could also be put towards equipment such as a syringe driver kit, which can be used for many things including pain relief.

About St John’s Hospice

St John’s Hospice is a local charity that provides free palliative care to patients with life-shortening conditions, around the clock, 365 days of the year.

Their services cover a population area of 250,000 people in North Lancashire, South Lakes and parts of North Yorkshire. They have cared for the community every minute of every day since 1986.

St John’s Hospice care will always be free to those who need it, but it isn’t cost-free. It costs over £5.1 million a year to run the hospice with only around a third of this amount provided through government funding.

The remaining two thirds must be raised through events, community donations, grants & legacies.

St John’s Hospice has been a part of the local community for over thirty years and provides vital service to patients and families all over our community.

Who we want to work with

You know that you need to take control of your finances to live the life you want, but do your friends, family & co-workers?

We’ve honed our expertise to focus on clients who are:

  • Approaching retirement: Perhaps your friend received their annual pension statement and realised that this just got real – their retirement is no longer in the dim and distant future. Now’s the time to think about when and how they’ll retire.
  • Business owners: Maybe your colleague has had enough of the long hours and the responsibility. Perhaps they’ve received the offer of a lifetime. Then now is the time to put together a plan with a financial planner they can trust.

Why should you recommend us?

You need to be confident that anyone you recommend to us will be in safe hands.

As you already have first-hand experience of working with us, you know the tailored service we provide to each client.

But did you also know:

  • Chris was awarded as a VouchedFor Top Rated Planner in 2020 & 2021, with a score of 4.9 out of 5, following 58 reviews.
  • 98% of our clients have said that we have helped, or will help them to achieve their financial goals.

Please also remember:

We’re independent – We provide ‘whole of market’ advice. This means that we can choose the most appropriate financial solutions to meet your needs; we’re not tied to, or incentivised by, any product providers. What’s more, we’re a dedicated financial services firm, not an ‘add-on’ service of an accountancy or estate agency.

We’re all about you – We’re passionate about providing the solutions to allow you to lead the lifestyle you want to live. We invest time in getting to know you and your family, providing as much face-to-face contact as you need. And we focus on delivering a personal, flexible service which matches your needs.

We deliver value – We have low, fixed, upfront charges which demonstrates our desire to invest in a long-term relationship with you. We deliver value by helping your wealth to work for you and providing the peace of mind that comes with knowing you have a ‘go-to’ planner for your financial needs.

We’re ready for you now – We’re ambitious for growth but won’t compromise the quality of our service. We have the support team in place to continue to provide the level of service that our clients have come to expect, with the capacity for expansion when it’s needed.

How should you recommend people to us?

Get permission from your friend, family member or work colleagues to introduce them to us (this is very important, please do not recommend someone to us unless you have their permission).

We’ll then contact them to arrange an initial discussion and, if we meet (face-to-face or online), arrange to donate £50 to St John’s Hospice.

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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