Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster
Karen Faithfull

Our friend in Kendal

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.

We've been talking since 1999

Jeff Ellis

Our friend in London

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

We've been talking since 2014

Margaret McCaskie

Our friend in Bolton-le-Sands

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.

We've been talking since 2019

Steve Vickers

Our friend in Wilmslow

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.

We've been talking since 2004

Richard Freeman

Our friend in Brazil

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.

We've been talking since 1999

Richard Rigg

Our friend in Windermere

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.

We've been talking since 1992

Mark Trepte

Our friend in Hereford

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.

We've been talking since 2016

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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