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

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

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