Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

Jayne Wynick

Office Manager/Paraplanner


Having worked in financial services for 11 years, I have worked alongside Chris for six. I'm responsible for the day-to-day office management, ensuring all client meetings are prepared for and any recommendations are actioned. I am often the first point of call for clients.

I also work closely with Chris in the planning for the client recommendations, along with the overall business planning.


I have been married forever to David, with two grown daughters, Hannah and Dalya and a gorgeous grandson, Micah.

Ballet is one of my first loves and we have now progressed onto ballroom dancing (although we’re more Hi-de-Hi than Strictly!).

I love reading, walking the dog and generally just being with our family and friends.

I spend a lot of time as Chair of a Local Housing Association and also working with Breast Cancer Haven, a support charity based in Leeds.

Get to know Jayne

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:

Jayne responded:

Walking the dog, going for brunch and generally watching Netflix on my couch

The Greek Islands for the people, the food, the scenery

Any I can sing along to - due to my horrific voice, it is the only place I can and do sing my heart out.

Billy Joel - The Stranger (still my favourite)

Jo from Little Women. (I did want to be Beth when I was younger but she died, so not the best choice)

Could being busy be a sport

Wine - better than dessert any day

Enthusiasm honesty and openness


The gold ring my husband bought me for my 21st - we had no money at all but he saved and I wear it on my wedding finger next to my wedding ring

My grandfather- Mick, who inspired me in business, Audrey Hepburn, The Queen (I love a powerful woman)

A Yorkshire cuppa, sunshine, a thank you

Sign up to receive our newsletter

Receive our regular articles containing helpful hints and tips, straight into your inbox.

    Advice Matters is a trading style of Advice Matters Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority: 779172