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Our advisors

Every member of our team is qualified to Level 3 or 4 in the industry-recognised Information, Advice and Guidance NVQ. This gives them advanced skills and knowledge to provide the best support to clients.

In addition, Wheatsheaf Trust as a whole is accredited by Matrix, the national standard for advice centres You can learn more about Matrix accreditation here.

We have the skills and qualifications to provide the most appropriate assistance, and the ability to help clients explore the resources available. Approximately one third of our advisors came to us as clients in a similar situation to those they now work with. This means that they know exactly how it feels and are in the best possible position to help.

Finding the best possible ways to help people is what drives us.

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