Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

Our quarterly client update

A thank you from us

As a client of Advice Matters, you’ll know first-hand the benefits of working with us.

So, we wanted to update you on a few things here at Advice Matters and tell you about some of the people we’ve helped recently.

We’d like to give a quick shout-out to our clients Fiona, Ian, Dennis and Kate for their referrals.

£200 will be in the pot for our donation to St John’s Hospice.

We’d also like to share a couple of new client cases that we have been able to help with.

Clients we’ve helped recently

Fiona referred her parents as they needed financial advice as they navigate through retirement with various challenges. Fiona became a client a couple of years ago and is seeing the benefit of regular reviews and planning. She wanted her parents to have the same reassurance.

A and M are planning to retire in eight years and want to look at providing extra income in retirement. They needed help with planning for this and were happy to contact Chris following a friend’s advice. They will be meeting regularly in the next few years up to and beyond retirement and are already seeing the benefits of cashflow planning.

Here’s why you can recommend us in confidence

We’re delighted to say that many clients have been leaving reviews on both VouchedFor and Google. Chris currently has a rating of 4.9 out of 5 stars on VouchedFor, following 88 reviews.

Reviews mean a lot to the Advice Matters team. Each review helps us attract new clients and provides a morale boost to our team.

We’re also now up to nine Google Reviews, with an average score of 5/5.

To leave Chris a review, please click here.

And vice versa, if you have left us a VouchedFor review, please spare a few minutes to leave us a Google review; it’s an opportunity to share the experience you’ve had with Advice Matters. If you’re happy to leave a Google review, please click here.

Who should you introduce us to?

You’ll know other people, including friends, relatives, and work colleagues who we can help. So, here’s a little more information on who we work with.

We will guide clients every step of the way to ensure the financial decisions they make will lead to a happy, stable and fulfilling future for them and their families.

With this in mind, we typically work with people who are:

Approaching retirement: Perhaps your family member has received their annual pension statement and realised that this just got real – retirement is no longer in the dim and distant future. Now’s the time to think about when and how they’ll retire.

Business owners: Maybe your friend has had enough of the long hours and the responsibility. Perhaps they’ve received the offer of a lifetime. If so, then now is the time to put together a plan with a financial planner they can trust.

Here’s what to do if you want to recommend someone to us

We’re always happy to chat with people who you think we can help. So, if you know friends, relatives and work colleagues who we can help, please put them in touch with us. We look forward to giving them the same peace of mind that, hopefully, you have after working with us.

We’ve recently introduced our Introduction Incentive Programme. For every person you recommend to us who books an initial meeting, we’ll make a £50 charitable donation on your behalf to St John’s Hospice.

For more information on our Incentive Programme, please click here.

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    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.