Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

We’ve qualified as a VouchedFor Top Rated Firm 2022!

Today, VouchedFor have released their Top Rated Guide for 2022, and we’re delighted to announce that we’ve been included as a Top Rated Firm!

The guide, distributed by The Times, aims to identify and celebrate the UK’s best financial advice firms, all based on client feedback. We couldn’t be prouder to have been selected in this group.

To be included in the guide is a huge honour, only 53 firms qualified throughout the UK. We’re thrilled to have been included, but we’re even more proud to say that we’re Cumbria’s only Top Rated firm in 2022.

What is VouchedFor?

For those of you who may not have heard of VouchedFor, it’s an online system created to review financial advisers. Just like TripAdvisor, but for financial advisers.

In the main, reviews are completed by clients, as this is the best way to get accurate feedback, from people who have first-hand experience. Reviews are based on three key criteria: Service, advice given and value. These criteria are then used to create an overall score out of 5 stars for each and every adviser, which also creates an overall score for firms.

Top Rated Advisers

Not only have we qualified as a Top Rated Firm, but we’re excited to announce that Chris has qualified as a Top Rated Adviser. To be included is a fantastic moment of recognition for him and everything he does to support our clients.

What Chris’ clients are saying

Chris currently has a rating of 4.9 out of 5 stars, following 82 reviews. Click here to visit Chris’ VouchedFor page and see what his clients have to say. Alternatively, scroll down to read one of our favourite reviews about Chris:

“Chris had helped me with my financial planning and the advice that he has given me has always made me have peace of mind with my financial future.”

Thank you to our clients

We’d like to take a moment to thank our clients. It’s thanks to you that we’re able to do the job we love. Thank you for continuing to trust us with your finances and allowing us to help you meet your long-term goals.

To those of you who have left us a review previously, we’d like to extend our gratitude. It’s thanks to your reviews that we’ve been included in this year’s VouchedFor Top Rated Guide. Thank you for taking the time to leave these reviews and for your kind words.

If you’re yet to leave a review and would like to, please feel free to do so. The process takes less than 10 minutes, and we’d love to know your thoughts.

To leave Chris a review, please click here and follow the on-screen instructions, it’s that simple!

We’d like to thank you in advance for your time in leaving a review, not only does it help, but it also gives our whole team a huge morale boost!

A team effort

Lastly, we wanted to take a moment to thank everyone here at Advice Matters. Without the hard work and dedication of every single team member, we wouldn’t have been able to earn this fantastic piece of recognition.

We look forward to continuing to provide the high level of service that our clients have come to expect.

If you’re currently looking for help with your finances and think you’d benefit from working with a Top Rated Firm please get in touch. Our team of experts will work with you to create a plan that suits you, both now and in the long term.

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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.