Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

We have a plan, now what!!!!!

We all know that life is what happens when we are busy making plans.

So many conversations start with what if

  • what if we retire early?
  • what if I lose my job?
  • what if we give the kids a helping hand?
  • what if we go on that big holiday we have been dreaming about.?

So, let’s look at what if. By running different scenarios, we can always be assured that your plans still leave your finances where you want them to be. This is the regular exercise we run with our clients at each visit and one that allows them to take what life offers safe in the knowledge that it is affordable.

My favourite saying is ‘you do not want to be the richest person in the graveyard’ – life is short so go out and grab what you want out of it.

That, in a nutshell, is financial planning at it’s best. It gives you options and confidence to do what you want to do, safe in the knowledge that you can.

Have a look at our client stories on the website as to how we helped them, then give us a ring and let us help you .

Get in touch and let’s chat – 0113 2687928 or email at info@advicemattersfinancialplanning.com

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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