Advice Matters Financial Planning

Independent Financial Adviser Flat 4, Highgrove, Bankfield, Kendal, Cumbria, LA9 5DR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Chris Wheatman
Chartered and Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
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.
Karen Faithfull, Kendal
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.
Steve Vickers, Wilmslow
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.
Richard Rigg, Windermere
Where to find us

Flat 4, Highgrove, Bankfield, Kendal, Cumbria, LA9 5DR

Make an enquiry
About us

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.

Our services

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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Advice Matters Financial Planning Ltd is registered in England & Wales 10658430. Advice Matters Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority 779172

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