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

Jayne Wynick

Office Manager

Hannah Wynick

Head Paraplanner

Micaela Tadmor

Technical Administrator and Junior Paraplanner

Helen Marwood

Administrator

David Wynick

Project Manager

We’re a VouchedFor Top Rated firm

We have been included in the VouchedFor Top Rated 2023 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 to have been included for a second year in a row.

Better yet, we’re Cumbria’s only Top Rated firm in 2022 and 2023!

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.