Chris's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 7 )
Pensions ( 96 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 90 )
Auto Enrolment ( 2 )
Investments and Savings ( 126 )
Pension Transfers - Non Specialist ( 23 )
Inheritance Planning ( 71 )
Long Term Care ( 18 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 60 )
Financial Mentoring ( 12 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 21 )
£100k - £200k ( 19 )
Up to £50k ( 3 )
( 2 )
£50k - 100k ( 6 )
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Chris
Did not email me back
Review
by a verified client in Cumbria
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I came into some money & needed advice on where to invest it. My step daughter gave me Chris’ name
How has Chris Wheatman helped you?
He advised me where to put my money.
Have you seen the outcome you were hoping for?
Yes but my money has only been invested for about 3 years & I am looking for a long term profit.
What could they have done better?
Nothing. Chris gave me the help I needed.
Chris:
Hi Rona - many thanks for your feedback - very encouraging! I look forward to our next meeting Regards ChrisReview
by a verified client in Cumbria
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Im am going back many years since I first contacted Chris, a lot has happened over this time, as it inevitable as situations change. I have met many life changing events and Chris has guided me through them.
How has Chris Wheatman helped you?
Advice on a way forward, options I can take, answering my many questions.
Have you seen the outcome you were hoping for?
Given the last 15 years or so of decline for lots of world events etc i feel I had come through as well as possible , not an easy time to manage.
What could they have done better?
Sorry i feel i can't answer that to be helpful, i get what i need from Chris and his team. i don't expect or need more.
Chris:
Hi Richard - many thanks for completing the survey - your feedback is very encouraging Regards and talk soon ChrisReview
by a verified client in Cumbria
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to relocate my pension and transfer to a better pension provider.
How has Chris Wheatman helped you?
Chris has really helped me to relocate all my pensions funds, private & working pensions and consolidate them into one big pension pot. Chris took care of this for me very professionally.
Have you seen the outcome you were hoping for?
I have already seen the benefits of Chris's work and wish i did this sooner.
What could they have done better?
I don't think they could have done things any better.
Chris:
Hi Adam - good to hear from you - many thanks for your encouraging feedback! I look forward to further meetings in 2025 Regards and talk soon ChrisReview
by a verified client in Lancashire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy
How has Chris Wheatman helped you?
Investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Chris:
Hi Merv - many thanks for your review - feedback is very encouraging! Regards and best wishes Chris