Chris Wheatley I F A

At Chris Wheatley IFA, we believe that expert independent financial advice is essential to help clients achieve a more secure financial future. Our team of experienced and certified financial advisers are committed to delivering outstanding customer service and offering a free initial consultation to all new enquiries.

Our Services

We offer a wide range of financial services and solutions, designed to help you achieve your financial goals. Our services include:

Savings & Investments

Saving and investing are not ends in themselves, but rather tools to meet your financial goals. We have the knowledge and expertise to help you achieve whichever goals matter most to you, providing clear and unbiased advice on a whole range of investment products and platforms.

Pensions & Retirement

Our pension and retirement planning services are designed to help you achieve a comfortable retirement. We offer expert guidance on pension schemes, annuities, and retirement planning, ensuring you make the most of your hard-earned savings.

Financial Protection

At Chris Wheatley IFA, we understand the importance of financial protection. Our team of experts can help you arrange financial protection policies, life insurance, and income protection to ensure your loved ones are protected, should the unexpected happen.

Mortgages & Equity Release

Whether you're looking to purchase your dream home or release the value of your existing property, we can help. Our team of experts can guide you through the mortgage and equity release process, ensuring you're making the most of your financial situation.

Estate Planning

Our estate planning services are designed to ensure you ensure the smooth transition of your assets to your loved ones. We can help you plan and protect your wealth, ensuring your family is taken care of in the event of your passing.

Our Approach

At Chris Wheatley IFA, we take the time to listen and understand your unique financial goals and circumstances. We use our extensive knowledge and expertise to provide impartial advice, tailored to your needs. We believe in transparency and clarity, ensuring you have a clear understanding of the services and products we recommend.

Our Expertise

Chris Wheatley himself has over 30 years of experience in Financial Services, predominantly in the Bristol and Bath area. 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.

Working Together

From the initial meeting to actioning an agreed plan, we work closely with you to ensure your best interests are at the heart of your financial planning. We believe in building long-term relationships, working together to achieve your financial goals.