Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

Helen Marwood

Administrator

Professionally

Day to day, I assist Chris with estate planning tasks, including the administration of wills, Power of Attorney and probate.

Our aim is to ensure that all clients have a comprehensive guide for their loved ones regarding their affairs and personal wishes.

Personally

Kendal-born, I’m so lucky to live in the most beautiful part of the country, taking advantage of walking the “Wainwrights” and wild swimming in tarns and lakes with friends and family.

Likes & dislikes

Get to know Helen

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:

Three things I haven’t done so far include:

Helen responded:

On top of a hill, “Wainwright” bagging

Italy

‘Uprising’ by Muse

Saturday Night Fever

Black Beauty

Three-Day Eventing

Cheesecake

Somone who as integrity, is inspirational & their smile

Long queues

My children

Sir David Attenborough, Billy Connolly & Michelle Obama

Coffee, sunshine & reducing my “to-do list”

Hot air ballooning, rally car competitor & visiting the Galápagos Islands

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