Chris Wheatley IFA

Independent Financial Adviser  60A High Street, Bristol, Somerset, BS31 1DX
check
FCA authorised
Last authorised 13th September 2021
We are committed to delivering outstanding customer service and offer a free initial consultation* to all new enquiries.
We can advise you on
check
Pension consolidation
check
Pensions review
check
Buy my next home
check
Buy to let
check
Buying first home
check
Mortgage protection
check
Next home / Remortgaging
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
Meet our advisers
Mr Chris Wheatley
Director
About us

Chris Wheatley has over 30 years experience in Financial Services, predominantly in the Bristol & Bath areas. As a firm of independent financial advisers we are able to assist with arranging investments & pensions, providing advice on inheritance tax and estate planning, providing whole of market advice on mortgages and arranging financial protection policies.

Our services

You can be confident that we will always work with your best interests in mind, tailoring advice to help you achieve your financial goals and delivering it in clear understandable terms. As whole of market advisers, we have access to all available financial services solutions from which to identify the most suitable for your personal needs and circumstances. From the initial meeting to actioning an agreed plan, we will keep your best interests at the heart of your financial planning.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Wheatley IFA Ltd (trading as Chris Wheatley IFA) is an Appointed Representative of In Partnership
a trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
Wheatley IFA Ltd. Reg. in England No. 12134337 Reg. Office: 60A High Street, Keynsham, Bristol, BS31 1DX

60A High Street, Keynsham, Bristol, Somerset, BS31 1DX

Similar advisers near you

Independent Financial Adviser 0.47 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
Independent Financial Adviser 1.9 mi
We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
 
Independent Financial Adviser 2.61 mi
We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
 
Independent Financial Adviser 2.7 mi
A Professional, fully qualified, whole of market, friendly Financial Advisor, with over 25 years experience.