Advice Matters Financial Planning Ltd 11 Wilton Cl, Lancaster LA1 2TL

Advice Matters Financial Planning Ltd

20 Reviews
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM
Advice Matters Financial Planning Ltd 11 Wilton Cl, Lancaster LA1 2TL

About the Business

Homepage | Advice Matters Financial Planning Ltd. | South Lake District | At Advice Matters, we offer Independent financial planning. Providing advice to clients in Kendal, the Lake District and beyond.

Contacts

Call Us
+441132687928
11 Wilton Cl, Lancaster LA1 2TL

Hours

  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
  • Friday9 AM–5 PM

Features

  • Wheelchair-accessible toilet
  • Toilets

Recommended Reviews

Richard Freeman
27.02.2024
Advice Matters Financial Planning Ltd
I have been a client of Advice matters for more than 10 years and value the service they provide. This company is small enough to make a personal relationship effective and I have found their advice sound and professional. from my experience I recommend Chris and the team.
Mark Holmes
26.02.2024
Advice Matters Financial Planning Ltd
Chris is a pleasure to deal with and I would trust him implicitly.
Richard Rigg
13.02.2024
Advice Matters Financial Planning Ltd
Great Service from Chris, He has looked after all my financials for a number of years now, i cannot recommend him highly enough.
Maggie Johnson
13.02.2024
Advice Matters Financial Planning Ltd
Great company to use! Not only is Chris my financial advisor great but the staff in the office are so helpful and friendly.
Bill & Lizzie Coates
26.01.2024
Advice Matters Financial Planning Ltd
Very professional advice given on a personal basis exactly tailored to our needs at the time
Fiona Dean
25.01.2024
Advice Matters Financial Planning Ltd
Highly recommend advice Matters.
Clare Burdon
22.01.2024
Advice Matters Financial Planning Ltd
After a number of years using AdMat can only say that have never had any problems with their service, their response to queries etc is fast and efficient and their advice is solid
Richard Goodson
09.01.2024
Advice Matters Financial Planning Ltd
I had received regular advice from Chris and his team now for 20 years, always helpful, getting back to me with any query I might have. The planing is thorough regarding investments, a step by step approach to ones own views towards how much risk you feel comfortable with is so important on a personal level.
John Taylor
21.12.2023
Advice Matters Financial Planning Ltd
Chris and Advice Matters have been advising and guiding me on pensions and investments for over 30 years, a good part of my working life. The results of which helped me fund a complete refurbishment of our house in preparation for retirement. Chris demonstrates clearly with the help of on screen graphic displays, how our Investments and Pensions are progressing and his office always follow through with a report of the meeting, with a full resume of all topics discussed and suggestions going forward. All in all a very professional organisation I would have no hesitation in recommending.

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11 Wilton Cl, Lancaster LA1 2TL
Advice Matters Financial Planning Ltd