Business Details
Your Trusted Financial Adviser in Bristol
Established with a commitment to delivering expert independent financial advice, we specialise in helping clients achieve secure financial futures. Our team, led by Chris Wheatley with over 30 years of experience in the Bristol and Bath area, provides impartial guidance across savings, investments, pensions, mortgages, and estate planning. As whole-of-market advisers, we access a comprehensive range of solutions to tailor advice to individual needs, ensuring clarity and transparency. Our approach prioritises client interests, combining deep industry knowledge with a dedication to exceptional service.We offer a free initial consultation to understand client goals, followed by actionable plans designed to meet long-term objectives. Regulatory compliance and professional certifications, including recognition from the London Institute of Banking & Finance, underscore our credibility. By focusing on tax efficiency, risk management, and evolving client circumstances, we aim to build lasting relationships grounded in trust and expertise.
Services
Savings & Investments
Pensions & Retirement
Financial Protection
Mortgages & Equity Release
Estate Planning
Highlights and features
- We offer 30+ years of experience in financial services across Bristol and Bath.
- Our independent advice covers the entire market to find tailored solutions.
- Client interests are prioritised through transparent and impartial guidance.
- We specialise in tax-efficient strategies and risk-aware financial planning.
- A free initial consultation helps clarify your financial goals and needs.
Associations and certifications
- Financial Conduct Authority
- The London Institute of Banking & Finance
Services
Savings & Investments
We help clients grow wealth through tailored savings and investment strategies. By understanding your financial goals and risk tolerance, we recommend tax-efficient products and platforms. Our approach balances growth potential with prudent risk management to meet long-term objectives.
Pensions & Retirement
Our retirement planning services ensure financial security in later life. We assess your current provisions, calculate required savings, and navigate pension freedoms to maximise income. Expert advice covers annuities, drawdown options, and tax-efficient strategies for a comfortable retirement.
Financial Protection
We design protection plans to safeguard against life's uncertainties. Services include life cover, critical illness insurance, and income protection tailored to your circumstances. Our goal is to secure your family's financial future against unexpected events like illness or disability.
Mortgages & Equity Release
We provide mortgage solutions for homebuyers and equity release options for retirees. As independent advisers, we access exclusive rates and flexible products. Our guidance ensures informed decisions on property financing and retirement income strategies.
Estate Planning
Our estate planning services minimise inheritance tax liabilities and ensure asset distribution aligns with your wishes. We advise on wills, trusts, and gifting strategies to preserve wealth for future generations while complying with regulatory requirements.
People
Chris Wheatley
Certified Financial Adviser
With over 30 years of experience in financial services, Chris Wheatley specialises in independent financial planning across Bristol and Bath. Certified by the London Institute of Banking & Finance, he focuses on delivering tailored solutions for pensions, investments, and estate planning.
Questions
What services does Chris Wheatley IFA offer?
We provide independent financial advice on savings, investments, pensions, mortgages, equity release, and estate planning tailored to individual needs.
Is the initial consultation free?
Yes, we offer a free initial consultation with no obligation to proceed, allowing you to discuss your financial goals risk-free.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority as an Appointed Representative of In Partnership.
Do you serve clients outside Bristol?
While based in Bristol, we serve clients across the Bath area and beyond, offering face-to-face or remote consultations as needed.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of your financial situation, goals, and risk tolerance to create personalised plans using whole-of-market solutions.
