Chris Wheatman

I'm an independent, Chartered and Certified financial planner. I am a VouchedFor "Top Rated 2020 Adviser" Please ask to see my VouchedFor "Certificates of Excellence" I specialise solely in financial planning, using cash flow modelling to create strategies for clients who're heading towards retirement and/or are business owners. I really enjoy working with clients who understand the value of financial planning and particularly enjoy getting to grips with the more complex issues. This is where I can really add value to my clients and deliver the best possible outcomes for their particular circumstances. That’s why I set up Advice Matters in 2004, although I’ve been providing independent financial planning advice to clients in the South Lake District for over 20 years. I’ve honed my 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. If either of these sound like you, then please do get in touch!