Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

Meet the team

Chris Wheatman is our financial planner. He loves being with our clients; getting to know them and building up strong relationships which will last for many years. However, Chris can only deliver a first-class service with the support of our highly qualified and experienced back-office team. Come and meet the team:

Chris Wheatman

Financial Planner and Managing Director

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Jayne Wynick

Office Manager

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Hannah Wynick

Head Paraplanner

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Micaela Tadmor

Technical Administrator and Junior Paraplanner

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Helen Marwood


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David Wynick

Project Manager

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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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