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 Equity release and arranging financial protection policies.
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.
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
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