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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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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

Administrator

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David Wynick

Project Manager

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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 to have been included for the third year in a row.

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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