Chris Wheatley IFA
We are pleased to announce that on 23rd August 2024 Chris Wheatley IFA was acquired by Southernhay Financial Planning, an Exeter based IFA that operates as a trading style of Hybrid Advice Central Limited. As a result, and subject to appropriate consent, Chris Wheatley IFA will be integrated into Southernhay Financial Planning and will no longer operate as an Appointed Representative. Our branding, Chris Wheatley IFA, our service and our commitment to our local community will remain unchanged. Additionally, these changes will give us access to improved technology to support our business. We are looking forward to discussing this exciting development with all of our current and future clients over the next few months.
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 the Bristol & Bath area. As independent financial advisers we are able to assist with arranging investments & savings plans, pensions & retirement planning, providing advice on inheritance tax and estate planning, and arranging financial protection policies. 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.
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*All initial consultations are without charge or obligation.
The Financial Conduct Authority does not regulate Taxation Advice, Estate Planning, Trusts or Will Writing Advice.