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ADVICE MATTERS FINANCIAL PLANNING LTD

Registered 08 March 2017

General Information

Official company information

UK Company Registration Number
10658430
Company Age
8 years
Registration Date
Registered Address
11 Wilton Cl, Lancaster LA1 2TL
Website

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About ADVICE MATTERS FINANCIAL PLANNING LTD

Company profile and description

Advice Matters Financial Planning Ltd is an independent, Chartered and Certified financial planning firm providing advice to clients in Kendal, the Lake District, and beyond. They offer independent financial planning and lifestyle financial planning services. They cater to business owners and those approaching retirement. Chris Wheatman is the Financial Planner and Managing Director. The company has been included in the VouchedFor Top Rated Guide since 2024.

Additional Information

Detailed company information and status

Status
Incorporated
Company Number
10658430

Company Contacts

Key contacts and leadership 2 total contacts

Name & Position Email Contact Number Fax Number
C
Chris Wheatman
Financial Planner and Managing Director
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H
Helen Marwood
Administrator
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