The inaugural office of Cheetham Jackson is located within the “Professionals” area of Chorley on St Thomas’s Road. This location was selected based on our desire to see Financial Planners viewed with the same degree of professionalism as the surrounding Solicitors and Accountants. We hope to continue our growth as we look to serve more clients from Chorley and surrounding areas.
After completing a degree in Equine Science at the University of Central Lancashire, Amanda’s career started in the world of estate agency within property sales before going on to a management role. Amanda started to become involved in the financial aspects of buying property, which created a desire to be able to help people navigate, the often confusing, world of financial services, so initially joined Alan Cheetham at Edward Jones. In April 2010 Amanda took the decision to join Cheetham Jackson and to develop into the role of a Financial Planner. Amanda’s innate desire to help others has seen her develop working relationships with other key professionals who exhibit a similar client focus, helping to communicate complex issues in a straightforward and open manner, which her clients value greatly.
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.
Samantha has joined the company recently and taken on the role of Practice Manager, she is really excited to gain experience in the financial world whilst growing with the business. Samantha has recently completed a NVQ Level 3 in Business Administration and previously worked within admin roles in the estate agency industry where she gained a substantial amount of Administrative and organisation experience.
Lauren joined Cheetham Jackson in February 2016 after deciding that the best route for herself would be to get into an apprenticeship within the Business and Administration environment, where she could gain qualifications whilst she worked. Since starting Lauren has shown enthusiasm and willingness to learn and as a result of this has already progressed in her role at Cheetham Jackson and has become an Administrator. Lauren looks forward to gaining knowledge and skills within this environment whilst working towards her NVQ in Business Administration.
Jonathan’s career in financial services began in 1997 as a cashier for Barclays Bank in Bolton eventually progressing to working within the International Banking Division. Having gained his CeMAP mortgage qualification in 2005 Jonathan worked for Deutsche Bank as a mortgage specialist before joining Lloyds banking group in 2011. Following six years working for Lloyds in varying roles and having achieved his Diploma for Financial Advisers (DipFA®) Jonathan joined Cheetham Jackson in 2017. Jonathan’s driving force is seeing client’s financial plans come to fruition as a result of regular reviews and face to face meetings.