There are many financial advisers that you could choose to work with
We understand that it’s an important choice for you; your financial wellbeing has a direct impact on your wellbeing as a whole. That’s why financial advice really does matter. But here’s the thing; we’re not advisers. We’re planners.
We plan to achieve your goals for the life you want, both now and in retirement. We use cash flow planning tools to work out where you stand now and in retirement. We’ll also cover certain ‘what-if’ scenarios so you can be confident that your plan will hold-up, whatever life throws your way.
With effective, ongoing, trustworthy financial planning you can be safe in the knowledge that your financial wellbeing is in safe hands. That’s why clients choose to work with Advice Matters.
We’re a VouchedFor Top Rated firm
We have been included in the VouchedFor Top Rated 2022 guide, distributed by The Times.
VouchedFor’s Top Rated guide aims to identify and celebrate the UK’s best financial advice firms, based on client feedback. We are delighted to have been included.
Better yet, we’re Cumbria’s only Top Rated firm in 2022 to have made the cut!
Meet our clients
Not convinced? Here are a few more reasons why you should work with us:
We know our stuff
Chris Wheatman is a Chartered Financial Planner and a Certified Financial Planner. Very few financial advisers hold both of these accreditations. Both represent the ‘gold standard’ of financial planning and demonstrate Chris’ commitment to ongoing education and professionalism. You will benefit from Chris’ in-depth knowledge of the financial services profession.
We provide ‘whole of market’ advice. This means that we can choose the most appropriate financial solutions to meet your needs; we’re not tied to, or incentivised by, any product providers. What’s more, we’re a dedicated financial services firm, not an ‘add-on’ service of an accountancy or estate agency.
We’re all about you
We’re passionate about providing the solutions to allow you to lead the lifestyle you want to live. We invest time in getting to know you and your family, providing as much face-to-face contact as you need. And we focus on delivering a personal, flexible service which matches your needs.
We deliver value
We have low, fixed, upfront charges which demonstrates our desire to invest in a long-term relationship with you. We deliver value by helping your wealth to work for you and providing the peace of mind that comes with knowing you have a ‘go-to’ adviser for your financial needs.
We’re ready for you now
We’re ambitious for growth but won’t compromise the quality of our service. We have the support team in place to continue to provide the level of service that our clients have come to expect, with the capacity for expansion when it’s needed.
Loved by our clients
Some of our clients have been with us for more than 20 years, and we regularly receive fantastic feedback on our services. To prove it, a recent survey showed that:
What our clients say
Our friend in Kendal
We've been talking since 1999
Our friend in London
We've been talking since 2014
Our friend in Bolton-le-Sands
We've been talking since 2019
Our friend in Wilmslow
We've been talking since 2004
Our friend in Brazil
We've been talking since 1999
Our friend in Windermere
We've been talking since 1992
Our friend in Hereford
We've been talking since 2016
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.