Advice Matters Financial Planning
An independent, Chartered and Certified financial planner, advising business owners and those approaching retirement across the Lake District and beyond.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Capital gains tax
Last authorised 17th February 2020
Meet our advisers
Chartered and Certified Financial Planner
Qualifications & Accreditations
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
What our clients say
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.
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 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.
Advice Matters have changed my view of IFA's, 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.
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.
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.
I'm very grateful for all Chris's good, solid and useful advise in planning for the future years!
Having known Chris Wheatman for many years, he has unfailingly supported us with good advice on complex personal issues and continues to provide financial peace of mind in our retirement.
I appreciate the personal touch when I get all the detailed investment planning truly explained and for the security of knowing the funds are placed in a secure investment
Provide useful and personal based information and advice. Always there if you need to talk to someone,
We have always been 100% satisfied with the way our finances have been taken care of. If you need to make changes, knowing there is someone available to talk to who personally knows your financial situation is very comforting.
We have always felt complete confidence that our interests are being watched over and we are kept aware of changes that would be beneficial to us in the changing money market
We have had advice from Advice Matters for a number of years. Their knowledge is very good and they have looked after us very well, keeping us informed at all times, and making sure our investments have worked hard for us.
We have worked with Chris for many years and have always found him knowledgeable. He understands our priorities and has helped us to negotiate many hurdles. He has 'saved' his fees many times over.
You only get one life, so this is the one that matters. If you want to live the life you want with the money you have, then advice matters.
This is where we can help. We have a Certified and Chartered financial planner, Chris Wheatman, who is supported by a team of experts in their field.
We’ll help you to identify the kind of retirement you want to have. Then we’ll develop a plan to help you to achieve it. We know that we can’t be all things to all people, so we’ve honed our expertise to focus on two distinct types of client:
Business owners: Maybe you’ve had enough of the long hours and the responsibility. Perhaps you’ve received the offer of a lifetime and you’ve decided to sell up! Then now is the time to put together a plan with a financial planner you can trust.
Approaching retirement: Perhaps you’ve received your annual pension statement and realised that this just got real – your retirement is no longer in the dim and distant future. Now’s the time to think about when and how you’ll retire.
What our clients value the most is that we:
- Advise on every area of your life affected by financial planning
- Deliver value for money with low upfront charges
- Invest time in getting to know you and your family, focusing on as much face-to-face contact as you need
- Focus on delivering a personal, flexible service which matches your needs
- Give you the peace of mind and the confidence to live the life you want with the money you have
- Are ambitious for growth, but won’t compromise on quality
Where to find us
Flat 4, Highgrove, Bankfield, Kendal, Cumbria, LA9 5DR
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Online (Live chat, video, email)
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