Advice Matters Financial Planning Ltd profile


Below is a selection of useful materials and guides which we think you'll find useful. Feel free to download these documents and pass them on.
How to find purpose and get the most out of your retirement
The essential guide to mortgages
Everything you need to know about annuities when creating a retirement income
Guide: 7 allowances you might want to use before the end of the 2023/24 tax year
Guide: 10 incredible destinations to add to your bucket list
The guide to using equity release to unlock property wealth later in life
7 useful questions if you plan to take a flexible income from your pension
10 magical life and money lessons you can learn from Disney
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Guide: How to manage the harmful effects of inflation on your wealth
10 really fab things the Beatles can teach you about successful financial planning
Financial wellbeing: 4 steps to creating a financial wellbeing plan
Your guide to pension consolidation: The pros and cons you need to know
The essential guide to ISAs
The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023
Financial wellbeing: 6 ways to help you make better financial decisions
The parents’ guide to paying for university and student loans
10 straightforward DIY jobs around the house
Your complete guide to financial protection
The top 10 sporting events coming to the UK in summer 2022
The useful guide to reaching your retirement goals
Your complete 2021/22 end of tax year guide
Building a nest egg – How to create financial security for your children and grandchildren
10 ways to lead a more sustainable life
Leaving an inheritance vs gifting during your lifetime
The guide to later-life planning and care
10 simple but effective ways to create a better you
The history of investing and what you can learn from the past
Your retirement choices: how to generate an income in later life
10 things that could increase the value of your property
10 ways to make the most of your garden in 2021
Behavioural biases: How they impact your financial decisions
The 2020/21 end of tax year guide
Inheritance Tax and gifting guide
Your complete guide to mortgages
Guide to ESG investing
Revealed: The value of financial advice
How to get a better work-life balance
12 key points to consider before you start investing
Your complete guide to the State Pension
Everything the Bank of Mum and Dad should know before lending
9 essential steps to prepare for retirement
CISI code of conduct
Guide from the Personal Finance Society: Financial advice you can trust
Guide from the Money Advice Service: Your pension: it’s time to choose: Your Pension
State pension statement

What our clients say

We have used Advice Matters to advise us and manage our finances for over 20 years. At this stage in our lives, we are now seeing things come to fruition and have peace of mind financially that we have reached our goals.

Our friend in Kendal

We've been talking since 1999

I'm very grateful for all Chris's good, solid and useful advice in planning for the future years!

Our friend in London

We've been talking since 2014

I was a bit scared about having a financial adviser until I met Chris Wheatman. He quickly put my mind at rest; no rushing, no selling, just keeping all information simple, in a language I could understand.

Our friend in Bolton-le-Sands

We've been talking since 2019

I have worked with Advice Matters since the business started. Between us, we have regularly reviewed my choice of investments and investment performance. I am pleased to say I am ready for retirement now at the age of 55.

Our friend in Wilmslow

We've been talking since 2004

I have used Advice Matters for about 20 years and have always found them to be a knowledgeable and professional team. My loyalty is to Chris Wheatman personally as he has always been my point of contact. Changing circumstances require changing advice and he has always been able to adapt financial products in a needs-appropriate way.

Our friend in Brazil

We've been talking since 1999

I have been dealing with Advice Matters since I started my first job when I was 17 years of age. The advice that has been given over the past 27 years has been great. Whether it was when I took out my first pension, right through to owning my own house and having to take out life insurance. A company I can recommend to any friends knowing they will be well looked after.

Our friend in Windermere

We've been talking since 1992

Advice Matters have changed my view of IFAs, with a client-focused approach, and a genuine concern for my priorities. I feel that with Chris and his team I have someone really competent at my side.

Our friend in Hereford

We've been talking since 2016

Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster
Karen Faithfull Jeff Ellis Margaret McCaskie Steve Vickers Richard Freeman Richard Rigg Mark Trepte

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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