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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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Helen Marwood

Administrator

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We’re a VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We are delighted that Chris has been included for the 6th year in a row, with 149 reviews.

Better yet, we are Cumbria’s only Top Rated Firm in 2024 and it’s the third consecutive year that we’ve qualified.

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