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
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