|Holly began her career within the administration and Personal Secretarial sector and gained valuable experience in those roles. Holly decided it was time for a different career path and looked to broaden her horizons.
Since being appointed the Client Fulfilment Guardian for the Bolton Office at Cheetham Jackson, her main focus is on getting to know new people and being able to gain more experience within the industry and achieve more of her goals.
Holly is a driven and passionate person who takes great pride in whatever she sets her mind to. Currently living in Bury, she lives with her 2 adorable West Highland Terrier Puppies who keep her on her toes but who she always loves to talk about.
Tony has over 5 years’ experience as a qualified financial planner, having achieved his diploma in regulated financial planning with the CII in March 2012. He originally qualified as a production engineer, gaining his honours degree from Loughborough University in 1984. He then went on to run the family manufacturing business for 25 years.
Tony enjoys most sports and spending time with family and friends. Since being appointed as a Financial Planner at Cheetham Jackson in January 2018 his main focus is on helping others to improve their personal financial position so that hopefully they too can spend more time doing what they really love doing.
Adam has over 5 years experience working in the financial services industry. having previously worked in retail banking , for both a major bank and building society on the high street. Adam has completed his Certificate in Mortgage Advice and Practice (CeMAP) along with level 4 Diploma in Financial Advice (DipFA) with the London Institute of Banking and Finance.
Adam enjoys road cycling in his spare time and completing events for charitable causes, having previously run the London Marathon and completed the Ride London cycling event. Enjoying time with his family and young son are important to Adam – something he aspires to achieve for his clients
Since being appointed as a Financial Adviser at Cheetham Jackson in April 2018, his main focus is on helping people to understand and take control of their finances. Helping to set and achieve their lifestyle and financial goals.
After Graduating from Bradford University with a Business Studies degree Tom began his career in Financial Services with Yorkshire Bank. He then moved to Lloyds Bank to become a Financial Adviser and is now an experienced Financial Adviser with over 20 years experience. He was delighted to join Cheetham Jackson in April 2015 when he knew immediately he’d found a company whose values and beliefs matched his own. He believes that the most important ingredient in the Adviser/Customer relationship is trust and the adviser has a responsibility to keep things understandable, whether that be to businesses or individuals.
Tom moved to Bury over 20 years ago and is married to Therese with three boys. Apart from running around after his three boys he also enjoys running, regularly raising money for charity.
Tom after receiving his 2:1 degree at Manchester Metropolitan University in Business & Hospitality Management started his career working for Marriott International on the graduate scheme in US and London. Tom then saw an opportunity to work in the financial services industry and since then has had 12 years’ experience working with retail and corporate clients with 3 major banks and networks. Tom joined Cheetham Jackson in July 2015 to further his career and focus his time servicing clients giving holistic advice as well as giving back to his local community.