Chris Wheatman
Financial Planner & Managing Director
Professionally
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.
Personally
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.
Likes & dislikes
- Holidays with children & grandchildren
- Mountain biking (although I’m getting too old!)
- Long walks with the dogs
- A good flat white coffee
- An afternoon with close friends, at the rugby club
- Music - has to be vinyl - and Pink Floyd
- Timewasters
- More than two days in London
- Mid-winter
- Crowded dog-walks
- Losing at chess to my 15-yr. old son (a budding mathematician)
Chris’ credentials
We recommend that you always check the credentials of your financial adviser or planner. Below are Chris' SPS certificate, a copy of his CERTIFIED FINANCIAL PLANNER professional certificate and a 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
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.
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.
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