Chris Wheatman

Financial Planner & Managing Director


I’ve been a financial adviser for more than 35 years, starting at the age of 23 as ‘the man from the Pru’!

I specialise solely in financial planning, using cash flow modelling programmes to create a strategy for clients who are heading towards, into and through retirement.

I really enjoy working with clients who understand the value of financial planning and particularly enjoy getting to grips with the more complex issues. This is where I can really add value to my clients and deliver the best possible outcomes for their particular circumstances.


I love spending time with my four children and five grandchildren.

I am born and bred in Kendal which is known as ‘The Gateway to the Lakes’ so I enjoy plenty of fellwalking with my dog, Jet – a Springer/Labrador cross who never tires!

I enjoy watching rugby and have recently become a Trustee with the Kendal Rugby club.

I also get involved in fundraising activities for a local charity: St. John’s Hospice.

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Chris’ credentials

We recommend that you always check the credentials of your financial adviser or planner. Below are Chris' SPS certificate and link to the FCA Register.

Get to know Chris

We asked:

On an ideal weekend you can find me

My favourite holiday destination is:

My favourite song to play in the car is:

The first album I bought was:

If I could be any fictional character, I would be:

If I could turn any activity into an Olympic sport, I would win a medal in:

When the dessert menu arrives, I’m looking for:

The three qualities that draw me to new people are:

My pet peeve is:

The best gift I’ve ever received is:

The three people at my dream dinner party would be:

The three small things that make my day better are:

Chris responded:

Helping with grandchildren, walking the fells with the dog, watching rugby at the local club.

Frejus, South of France – a ’static’ caravan (‘on its last legs’!)

“Time” – Pink Floyd

Mott the Hoople (1974 – 2nd hand)

Peter Pan – so I'd never grow old

Coffee drinking

Sticky toffee pudding

Honesty, good sense of humour, easy-going

Bad driving

Four children

Gareth Edwards; Peter Sellers; Winston Churchill

Good manners; good coffee; a good walk

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