Chris Wheatley IFA
Certified Financial Adviser
Issuer: The London Institute of Banking & Finance
Independent Financial Advice
We believe expert independent financial advice is essential to help clients achieve a more secure future. We are committed to delivering outstanding customer service and offer a free initial consultation* to all new enquiries.
Chris Wheatley himself has over 30 years experience in Financial Services, predominantly in Bristol & Bath area. As independent financial advisers we are able to assist with arranging investments & pensions, providing advice on inheritance tax and estate planning, and arranging financial protection policies and mortgages. By listening to you and understanding your needs and future goals, we use our knowledge and expertise to ensure you receive impartial advice of the highest quality.
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.
Arrange a free initial consultation*
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*All initial consultations are without charge or obligation. Chris Wheatley IFA will provide you with a Client Agreement, Terms & Conditions, and About Our Services & Fees documents, these include details of any fees or costs should you decide to proceed with any advice.
Inheritance Tax & Estate Planning are not regulated by the Financial Conduct Authority .