Chris Wheatley I F A

At Chris Wheatley IFA, we believe that expert, independent financial advice is essential to help individuals achieve a more secure financial future. With over 30 years of experience in the financial services industry, Chris Wheatley has a deep understanding of the importance of providing high-quality, tailored advice to each client.

Our Services

As a whole-of-market adviser, we have access to all available financial services solutions, enabling us to identify the most suitable options for our clients' individual needs and circumstances. Our services encompass a wide range of financial areas, including:

Savings & Investments

We offer expert guidance on saving and investing, helping clients achieve their short-term and long-term goals. Whether you're saving for a specific purpose, such as a deposit for a house, or investing for the future, we'll work with you to create a personalized plan tailored to your objectives, risk profile, and available funds.

Pensions & Retirement Planning

Assessing your retirement goals and requirements, we'll guide you in creating a comprehensive pension and retirement plan, ensuring your financial security in the years to come.

Financial Protection

We provide expert advice on financial protection policies and life assurance, helping to safeguard your family's financial well-being in the event of unforeseen circumstances.

Mortgages & Equity Release

Our expert advice includes guidance on mortgages and equity release, allowing you to make informed decisions about your property and financial future.

Estate Planning

We also offer expert guidance on inheritance tax and estate planning, ensuring your wishes are respected and your loved ones are protected.

Our Approach

At Chris Wheatley IFA, we pride ourselves on providing exceptional customer service, listening carefully to your needs and goals, and delivering impartial advice of the highest quality. Our expertise and knowledge enable us to identify the most suitable solutions for your individual circumstances, ensuring you receive the best possible outcomes.

Getting Started

If you're looking for expert, independent financial guidance, we invite you to arrange a free initial consultation* with us. Together, we'll work to create a personalized plan tailored to your needs and goals.