Ian has over 20 years of experience in Financial Services.
Following a successful career as a Professional Footballer he moved into financial services with Britannic Assurance and qualified as a Financial Adviser. His career progressed via a number of high street banks before he became a partner in an Independent Financial Advice firm.
Most recently Ian has been involved in a compliance role for another high street bank. He feels this experience has further improved his knowledge and will assist in helping more clients.
However his real passion is sitting down, face to face, with clients and helping them achieve their financial goals.
Simon has more than 25 years’ experience with large Corporates such as Alstom and Bombardier. Degree qualified in engineering at Bristol University, Simon has operated as Project Director, demonstrating a broad commercial and business awareness in project execution. Using this together with his customer facing skills, Simon decided to transition into the Financial Services Industry in late 2010 joining Cheetham Jackson Ltd, indeed it was his experience as a client of Stuart Jackson, that added to his desire to join the business to help others. Simon achieved his Diploma in Regulated Financial Planning in August 2011.
Having previously worked for Lloyds Banking Group, Sarah joined Cheetham Jackson in 2016. Attracted by the company’s client focused approach and family orientated culture, she jumped at the opportunity to join a company which held the same beliefs and values of her own. Sarah is now looking forward to furthering her career within Cheetham Jackson, starting as a trainee Practice Manager in Clitheroe.