0330 038 8938
Based in Kendal
View locationChecks carried out by VouchedFor
FCA Regulated
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 January 2026
Chris and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Chris has not received any client reviews in the past 12 months
Chris has not received any reviews in the last 12 months
Chris has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 02 January 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Chris
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 3 first impressions)
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!