Welcome to Cheetham Jackson

We are an independent financial planning business with a drive and dedication for delivering excellent financial planning to our clients. At the heart of our proposition is our belief that all clients deserve access to the highest level of service, delivered through effective processes that are designed to create the best possible outcomes for you.

We provide personal, face-to-face and truly independent financial advice to clients. And we never forget that it’s your money that’s being invested and your ambitions that you want to achieve – it is our purpose to enable you to do so successfully. To us, successful financial planning is about the provision of a personal, tailored, proactive, long-term advice service that creates a meaningful and beneficial relationship with our clients to achieve their aims.

Our Story The Importance of Independence

We are passionate about the quality of the advice we provide together with the on going service that we deliver.

Our Locations

Visit us in branch at one of our many locations across the North of England in Merseyside, Lancashire, Greater Manchester and Yorkshire.

  • Southport Office Tel: 01704 607007
  • Clitheroe Office Tel: 01200 318003
  • Glossop Office Tel: 01457 600333
  • Ossett Office Tel: 01924 682250
  • Sale Office Tel: 01618 700166
  • Chesterfield Office Tel: 01246 205016
  • Warrington Office Tel: 01925 506016
  • Bury Office Tel: 01204 322573
  • Chorley Office Tel: 01257 239990
Get In Touch
Advisors that talk your language... Why Cheetham Jackson

On any journey there may be many modes of transport or a variety of vehicles that can be used to reach the desired destination; successful investing is no different.

Why choose us
What our Clients say Cheetham Jackson LtdExcellentCheetham Jackson Ltd5.0 Based on 255 reviews fromSee all reviews review us onMarc L. ★★★★★ Dealt with Andrew reel - he was friendly , professional and clear with all aspects of the pension transfer.not pushy in anyway and explained everything without rushing .Excellent company and a fantastic advisor -would 100 per cent recommend.Robertson B. ★★★★★ Ryan Moorhouse has been advising on my pension for over a year now& has provided a first class service. Great advice given & always a phone call away if advice is required.Lisa ★★★★★ Thank you Minesh, for providing me with so much knowledge. I really appreciate your time.You’re very patience, caring and professionalThank youLisatina B. ★★★★★ I would like to thank William Hartley , Toni, & the team at Cheetham & Jackson Ossett for the wonderful professionalism, knowledge, care & clarity l recently recieved from them.Happily, I will continue to receive from them too, now being an ongoing client of theirs.I couldn't image navigating the financial minefield without them, can not recommend them highly enough.DFC L. ★★★★★ Ryan Moorhouse has ben looking after a personal pension of ours for over 12 months now, he is constantly on hand when needed and a pleasure to deal with. Thanks as always RyanRobert S. ★★★★★ We cannot recommend highly enough. After our meeting with David Hartley regarding investments and pensions we came away with a financial life plan. It can be a minefield trying to sort these things out on your own, we found the experience informative and logical. Absolutely excellent service. Thank you.Zoe C. ★★★★★ William helped with my husbands pension, he was very professional and took the time to go over all his questions thoroughly. Would highly recommend him to others.Laura S. ★★★★★ Minesh was fantastic - thorough, patient and knowledgeable. We're so grateful for his help.STEPHEN B. ★★★★★ Highly recommend, just what I was looking for. My pensions have been put in a better place. Liam Roberts made me feel confident in his ability and transparency. Also arranged an ISA in the safe place I wanted it. Thank you very much Liam and Cheetham Jackson LtdCraig R. ★★★★★ Liam has been fantastic, taking me through everything at a level that helped me understand. He has been available every time I’ve needed him. Whether that be replying to messages, emails and taking calls. An excellent serviceJohn R. ★★★★★ Paul is very proffessional and accurate in the way he deals with our pension. I have no hesitation in recommending him.Neil B. ★★★★★ They take a whole life approach in understaning goals and understanding your are aware of tax benefitsAnthony G. ★★★★★ Ryan Moorhouse has been great to deal with - honest, engaging and knowledgeable. He has made the process of switching my pension over very easy whilst providing clear and helpful information along the way. Highly recommended.Joseph H. ★★★★★ I do not fully understand pensions, and always left it to financial advisers to to guide me and influence my selection. All this changed after my meeting with John Beveridge of Cheetham Jackson Ltd. I now feel empowered enough to see through the maze and make my own decisions, as well as benefiting form an excellent and amazing adviser to counsel me on the way, assisting with queries and providing solutions. I unreservedly recommend John to anyone looking to secure their financial future and pensionsSteve M. ★★★★★ Happy to know I'm safe with themTony B. ★★★★★ David Hartley and his team at CJ have helped us to plan as business and guided us through the intricacies of finance. In addition he has helped me to plan the perfect retirement and is always on hand with sage, easy to understand advice. William is always on hand at the office to answer technical questions on accessing my information. A brilliant experience and I would heartily recommend to my friends and familynigel D. ★★★★★ David and his team have helped me every step of the way with guidance and advice. A warm and very personal service. A pleasure to deal with!Laura S. ★★★★★ Andy Reel was recommended to me to help with my pension for advice and information. I was very dubious at first, as I had spoken with advisors before and was always left confused, baffled and overwhelmed with information I did not understand at all. However, I needn't have worried. Andy was both very easy to listen to, knowledgeable, and talked me through everything I needed to know in a way I could completely understand. He answered all my questions patiently and didn't use any financial jargon, but put everything simply and made sure I was ok with everything and understood my choices. I never once felt under pressure or overwhelmed in any way. I highly recommend anyone who needs advice to contact Cheetham Jackson for help.Walter B. ★★★★★ Dealt with Andrew Reel at Cheetham Jackson who has been amazing throughout. My investments are now being managed efficiently. Andrew is trustworthy, reliable and very knowledgeable and I cannot recommend Cheetham Jackson highly enoughcharlotte S. ★★★★★ I could not recommend this company enough. Friendly, reliable, trustworthy and knowledgeable! I found I really understood my pension and plan for retirement after our meeting! Great!Roger N. ★★★★★ lisa S. ★★★★★ My advisor is Beth Rigby. She has given me confidence in making investments and has provided me with invaluable advice and guidance. I wouldn't use with anyone elseEmma E. ★★★★★ Excellent service and advice from Minesh relating to consolidating numerous pensions, and general review of our financial situation. Explained fully and in easily understandable language. Highly recommend.Diane M. ★★★★★ I found Nick Johns to be very professional and knowledgeable. He provided all the answers to my questions and gave me confidence in moving forward with Cheetham Jackson for my retirement and pension planning. I would recommend Nick to anyone who is looking for a trusted advisor.Joel H. ★★★★★ Very good serviceHamish W. ★★★★★ Minesh provided a great service when reviewing my financial options. He was honest and not pushy when deciding that investing through Cheetham Jackson wasn't the right move for me at this point in time. He was supportive and helpful in reviewing insurance options and getting a policy set up.Terry W. ★★★★★ Happy to have Kevin as our financial advisor explains everything but with no rush great guyAnna B. ★★★★★ Was very impressed with Ryan Moorhouse today, I highly recommend him, he went the extra mile and helped me enormously.Mandy H. ★★★★★ Just completed an initial consultation with John Beveridge from Cheetham Jackson Ltd. Being in financial services myself, I have basic knowledge on how pensions work. John was very patient and listened to my personal circumstances. It is clear he is extremely knowledgeable in this area. He has shown me how to use my pension portals to illustrate options available to me for my future. John explained things to me in a way I understood, checking in with my understanding along the way. Loved how there was no pressure and how he offered assistance and support with my next steps at a pace that suits me. Well recommended!Jane H. ★★★★★ In the context of sorting out my finances prior to divorce, I have had two sessions so far with Andy Reel. Both have been informative, relaxed, productive. He listens well, does not intimidate or baffle with financial jargon or concepts, answers questions carefully and clearly. He seems to be completely on top of his game and keen to share his knowledge/experience to make my money work effectively for me and according to my wishes and preferences. Both times I left feeling confident, untroubled and optimistic, reassured that I now had someone available to me who would watch my (financial) back, both short and long term.Natalie G ★★★★★ Andrew Reel was amazing. Had a call with him to go through a few different areas for some guidance and his advice was extremely helpful. He put me at ease straight away and also helped connect me with an accountant for a couple of things. Would definitely recommend without hesitation. I was a little apprehensive as have never used a financial advisor or was worried it would cost a fortune, however, the guidance was free of charge and really helpful.kialea27 ★★★★★ Cannot recommend John Beveridge from Cheetham Jackson Ltd enough! I had no idea how my NHS pension was calculated and had very little knowledge of pensions at all. John was very kind, patient and extremely knowledgeable. He guided me through my pension statement and he broke down my pension with language I could understand - no financial jargon! 5 star service!Gary S. ★★★★★ I would really like to thank all the staff here. They knew I was not very knowledgeable in my financial matters and really helped me to get my pension setup. They also helped me to withdraw some of my tax free cash.The thing that really impressed me was they always answered the phone when I rang and always rang me back when they had arranged to do so. I really can’t fault them at allOliver M. ★★★★★ Myself and my partner has received highly professional and supportive advice from Nilam Parbat about our existing insurance policies to which we decided to use her services to obtain new policies which were more suited to us and more importantly accurate to our financial situation. I look forward to working with her in the near future for additional sound financial advice. Thanks so much again Nee!Sarah J. ★★★★★ Having enough in your pension pot and having someone who can guide you through the pension mind field is very important to me. I cannot recommend Paul Bamford at Cheetham Jackson enough. He is thorough, a great communicator and always there to help simplify things when needed. I am actually looking forward to retirement no my pension is being taken care of.Georgina I. ★★★★★ Minesh has been fantastic and given me great, sound advice. He's taken the time to explain everything in a lot of detail and made it understandable to ensure I'm comfortable with everything. I'd highly recommend talking to him about pensions, life cover, sickness protection etc., he's a really personable professional who takes the time to get to know you.Kieran R. ★★★★★ Liam at CJ provided excellent advice on my retirement and pensions in general. Covered all bases and made me feel so much more confident and reassured about my financial future. I would highly recommend!Gary D. ★★★★★ I would recommend this financial advisor gave me loads of advice about my pensions highly recommended them fantastic serviceAndrew F. ★★★★★ Been a client of Andy Reel's for 3 years. Advice and service is excellent. Andy has helped with my retirement planning and I am confident in my plan to retire at my desired age. I would not hesitate to recommend Andy and the team at Cheetham JacksonStuart R S. ★★★★★ Whenever I have had a problem with my pension fund Adrian Jubb has always be quick to provide a solution. Great service.Don A. ★★★★★ Went to see Andy at Cheetham Jackson in Ossett for advice about pensions and finance this morning. What a great experience, easy place to find, very warm welcome from all staff. Andy made us feel very comfortable and relaxed. His financial advice was very easy to understand, informative and he gave us options to work towards in the future. Would highly recommend anyone to visit who needs financial help.A E. ★★★★★ The team at CJ (especially Will and Andy) have been more than helpful and kept us well informed throughout the transfer of our pensions. Highly recommended!David P. ★★★★★ Minesh was very informative and knowledgeable, knowing the market and assessing my needs. Spent a lot of time and patience with me as I can be a bit nervous when it comes to my finances and future! however Minesh being clear and understanding made it easier for me and my decisions and I will use his services again and would happily recommend.Cara C. ★★★★★ I was completely adrift following the passing of my husband. David Hartley navigated me personally, clearly, concisely and beneficially through what would have been a daunting task and continues to do so. David works with me as opposed to for me and his invaluable and expert financial advice is second to none. He is always ready and happy to help with any queries I may have and talks me through them in a comprehensive manner. He has a way of simplifying a potentially difficult subject resulting in my complete peace of mind and understanding for now and the future. Outstanding service and attention always.Richard J. ★★★★★ Excellent service = peace of mindPhil L. ★★★★★ Ben Marsland has always been particulalry helpful.John F. ★★★★★ As always, Andy was up to date with all the information needed for our regular review and updates. Good talking and deciding on things for the future. Thanks again Andy.Harrison R. ★★★★★ Met with John Beveridge,He was very knowledgeable and clearly explained the investment opportunities available he also sent over some additional details on ISAs.5/5 would definitely recommend.Max C. ★★★★★ Very helpfully sorting out my various pensions, and suggesting alternative ways of making the best ways to continue my pension contributions. Particular mention of Gregory Beavers for guiding me through the myriad of options.richard B. ★★★★★ Minesh explained the detail very well, which made the transfer process very smooth. Thank you Minesh. Definitely recommended.Ehsanurrehman ★★★★★ Yum...Mary B. ★★★★★ Mr Ian Thompstone came to see me at the request of my solicitor, to look at my financial situation for the purpose of drafting my will. I found him most friendly and helpful, making suggestions but not pushing them. He told me quite a lot that I did not know, and left me to digest his advice and take it up if I wanted to. I would be happy to go back to him for help if I needed to do so.David G. ★★★★★ Been dealing with Tom Williams for many years. He is always polite, professional and provides me with good sensible advice on my investments. I have no hesitation in recommending him.Roger B. ★★★★★ Pension advice - Russell Blackhurst is our financial advisor. He's friendly, professional and really helped us with our plans to retire, but also ensuring we can free up capital so we can afford to fulfil our dreams (bucket list!) Feel so confident and re-assured now Russell is looking after us.Hizar K. ★★★★★ If you want sound advice I would highly recommend John Beveridge's services. Straight to the point and very helpful.Sharon N. ★★★★★ After my initial pension meeting with Andy Reel he helped me feel more confident about my retirement plan. I feel more in control and I have gained a better understanding of my options.It is reassuring knowing Andy will be supporting me to get the very best from my pension savings and life insurance options.George M. ★★★★★ Having received financial advice from Cheetham Jackson employee John Beveridge I can recommend them. John was patient and made specific efforts to understand my motives and personality in order to tailor his guidance to meet my needs.Adele S. ★★★★★ I would like to recommend Tom Williams from Cheetham Jackson.His advise re pensions and savings was so helpful. In a language we could understand. He didn't mind us asking questions and always explained things in full.Can't recommend him highly enough.Lauren H. ★★★★★ I have recently been in touch with Minesh to arrange Income Protection. Minesh was extremely professional and guided me through all of my options to ensure I had the right insurance for my lifestyle. Thank youJane M. ★★★★★ I would highly recommend Minesh . Minesh explained everything clearly in a friendly & professional manner. Information delivered on time , very pleased with the service provided.Scott G. ★★★★★ Big thanks to Russell for his expert advice!!! Would highly recommend!Jackie A. ★★★★★ Tom Williams from Cheetham Jackson has been managing my finances for over 8 years and provides an excellent service. I have recommended him to several friends & we are all extremely pleased with the service we have received.paul L. ★★★★★ Top service from tom williams great guy to deal with regarding my pension ;)Chris M. ★★★★★ Minesh was very helpful & knowledgeable. No question was too big or too small. Noting was too much trouble. Highly recommendedAndy M. ★★★★★ Ben has been very helpful over the last 6 months with moving old pensions and taking out life insurance.Gavin S. ★★★★★ Having become a client of Cheetham Jackson early in 2023, I can only say good things of my experience to date. Whilst early on our journey, I do see this to be a long-term journey together. Ben and the team have always ensured that my investments and pensions have been made transparently, and with a clear explanation of risk and ethical considerations. Having been somewhat late to the 'investment party', I feel good for the future.Jane D. ★★★★★ Ben and the team have been invaluable in making sense of all those pension pockets and creating something more cohesive, valuable...and ethical. I really appreciated the depth of knowledge and friendly, reassuring interactions!Jonathan K. ★★★★★ Sound, down to earth advice regarding financial planning and achieving financial goals. Chris has a good sense of humour, was professional and personable.mark P. ★★★★★ Great company to deal with, and they seam to have a more personal approach which is niceJenni C. ★★★★★ I would absolutely recommend Ryan to anyone looking for financial planning advice. Ryan patiently talked me through all the options available in a clear and easy to understand way. I felt really confident in my decisions. Thank you!mayuko ★★★★★ Ryan has been extremely helpful, efficient and always very patient with me. He went the extra mile to continue to offer his excellent customer service to deal with my numerous questions and requests, even after he helped me to set up a new insurance policy.Stephen G. ★★★★★ I had a specific goal in mind, but neither the knowledge nor the experience to achieve it. Ryan Moorhouse guided me through the possibilities in a clear, unhurried, friendly manner and now I am on the best path to achieve that goal.I would be happy to recommend Ryan to anyone looking for Financial Planning advice.Roy M. ★★★★★ Would really recommend Minesh if you need pensions advice. He explained everything in terms I could understand and identifiedpitfalls in my existing pension arrangements that i was totally unaware of.Fluffy H. ★★★★★ Very profesional service, would recomend highly.adele F. ★★★★★ Tom is a refreshing change in this complex field, he is patient, explains everything I need to know and makes me feel secure in his expertise managing my future .. Highly recommendedSamuel W. ★★★★★ Recently started working with Cheetham Jackson and I highly recommend them. Ryan Moorhouse has been really helpful and informative, he's a credit to the company.Maureen P. ★★★★★ Thank you Paul for your excellent advice, we are always put at ease when we enter your office and find that you explain things in a clear concise way. Always very friendly and professional.Sharon ★★★★★ Ryan Moorhouse from Cheetham Jackson Warrington is an extremely professional, friendly and proficient young man who I would recommend highly. He has provided me with expert pension advice and my portfolio is now in a much better fund thanks to his rigorous analysis and comparison reports.chris I. ★★★★☆ Very helpful discussion with Nick Johns. Allowed us to confidently move forward.Patrick W. ★★★★★ David Arme has always been very helpful and friendly about my situation and does his best to help This is a new review for 2023 just to say all the years David has looked after my pension he has always done his best to look after my interests thank you again David and Cheetham and JacksonSuperKc58 ★★★★★ Tom Williams working on my behalf as financial advisers as again given me honest and very helpful advice , would recommend his advice to anyone wishing helpful advice.Chris P. ★★★★★ A great and helpful team. A dream of retirement has now been fulfilled. Helpful beyond all expectations. Every step of the way, Dave and his team have been side by side with us. Clear and straightforward advice. A big thank you.Clare B. ★★★★★ I have been invested with Cheetham Jackson for a few years now. I get 6 monthly updates on my pension and how things are progressing. My advisor (Andrew) is very friendly and down to earth, and always explains anything that I don’t understand. I am confident that together we will create a pension that I can live off in retirement.tim W. ★★★★☆ I have no complaints.STEPHEN W. ★★★★★ Jonathan C. ★★★★★ The advice I received from Nick regarding a complicated financial decision has been extremely valuable and impartial. In the end his advice was to invest in a different product to what he could offer which goes to show that he had our best interests at heart. I wouldn't hesitate to return in future when financial advice and help is needed.Natasha B. ★★★★★ Paul at the Chesterfield branch is always exceedingly helpful. He explains things in detail so that I fully understand what’s happening with my pension. Both he, and his colleagues I’ve dealt with, are consistently friendly, approachable and professional - I would highly recommend him and the company.Tracy C. ★★★★★ We have been working with Kevin Croker for a few years. His knowledge of the markets and ability yo match them with my personal requirements is first rate. He is very professional, and above all very easy to talk to. I would recommend Kevin very highly.Andrew U. ★★★★★ We chose Nick on previous Google reviews and being local to us. Pensions have always seemed so complex but Nick has made the whole process so simple and easy to understand. Nick has spent a good 3 hours with us initially and put our minds at rest over how our retirement will pan out. Definately recommend Nick to anyone looking for simple and sound adviceDenise W. ★★★★★ I met with Nick Johns recently following a recommendation and was extremely impressed with his approach. I found Nick to be professional, approachable and very knowledgeable and I would not hesitate to recommend him to others looking for independent financial advice.Sue T. ★★★★★ My husband and I have recently been helped and advised by Nick John's regarding our financial situation. He gave us the benefit of his knowledge and experience and dealt with us in a calm and respectful manner. He took the time to fully explain things in detail to us and in a manner we could easily understand. He is professional and friendly and we would not hesitate to recommend him to others. Thank you Nick you have helped us to make difficult decisions seem easierWil B. ★★★★★ Karen S. ★★★★★ I would highly recommend Cheetham Jackson, thank you to Andrew Reel who has provided an exceptional, professional and friendly service which was tailored to my personal circumstances I’m confident Andrew and his team will continue to deliver an excellent service as my professional relationship grows with Cheetham Jackson.Emma B. ★★★★★ Contacted Nick Johns for advice. He was extremely knowledgeable and helpful. Made excellent recomendations. Would not hesitate to recomend or contact again if required. Many thanksJ G. ★★★★★ Pension Advisor - Andy Reel is our Financial Advisor and helping with our current plan to retire. Very experienced in this field and explained the options we have thoroughly. Feeling very confident with Andy looking after us.Gareth S. ★★★★★ David and the team have been brilliant in dealing with our company and showing us a clear pathway with easy to understand advice. Regular reviews as promised keep us on track.Kath M. ★★★★★ Ben has been brilliant! He’s very friendly and personable and extremely clear on the detail. It’s been a smooth process.Chris M. ★★★★★ Great professional, friendly service. Thanks againChris G. ★★★★★ Superb advice from David Hartley and his team.simon P. ★★★★★ I would highly recommend using Minesh Shah as a financial adviser. He has provided me with great service and solid advice and provides timely assistance at all times. A true professionalSarah B. ★★★★★ I have just had a very friendly and helpful chat with my adviser Tom Lanegan. He has also sent me some follow-up information from what we were discussing about my finances; and he has said that he will give me a ring again in a couple of months to check in.Kirsty F. ★★★★★ I was referred to Andrew Reel by a friend last year as I was long overdue a pension overhaul. From the outset Andrew has been absolutely brilliant; he speaks in a way about all things pension in a way even I can understand completely. Andrew and the team are also very friendly, efficient, attentive and helpful. The annual review promised (which I've just had with Andrew) is extremely useful and reassuring. Highly recommended!Graham C. ★★★★★ Would definitely recommend Dave Eames and this company to everyone, they are always just an email away and always respond promptly. Very friendly and helpful. Thank You!John C. ★★★★★ Paul Bamford has been my advisor for the last 4 years. Paul is very amiable, professional, helpful and thorough, nothing is too much trouble. Covers all aspects of my Plan at our reviews. It is reassuring to know that Paul is only a phone call away if I need any advice. A great asset to Cheetham Jackson. Highly recommended.Many thanks to you Paul.Martin B. ★★★★★ Andy Umebuani has given invaluable advice to help me with pension transfers and investments for the future.A difficult job with these turbulent financial times, Andy has worked hard to get the best package and always available if required.Lee E. ★★★★★ I would have no hesitation in recommending Nick Johns of Cheetham Jackson to anyone of my family, friends, or business contacts. His approach is always extremely professional with an excellent in-depth knowledge within the pensions advice sector. He has a friendly non pushy approach and will offer you strong sound advice, for you to decide the best way forward with your pension/pensions. If you need help or advice, then get in touch with Nick.Paul F. ★★★★★ We are so happy with Cheetham Jackson and especially our financial advisor Kevin Croker. He makes us feel that we are valued clients, nothing is too much trouble and he is always there for us.Ian M. ★★★★★ Very professional, clear advice and guidanceMaurice M. ★★★★★ Andrew Reel is very professional with a kind personality. He made my transfer easy. Would recommend him to anyoneChris C. ★★★★★ My wife and I have been advised by Nick for almost twenty years and throughly recommend him. He's very knowledgeable, knows the industry from back to front, and gives sound advice at all times. On top of that, he's a very friendly and personable chap, and you can tell he's not just ticking boxes and going through the motions - he really cares about what he's doing and the people he's advising and helping.Greg S. ★★★★★ Nick Johns is helping me sort out my pension and I can't recommend him highly enough. He's taken care to speak plainly and honestly, helping me understand some complex subjects, and has always been friendly and approachable. More than happy to recommend him!Mike B. ★★★★★ If you ever need an honest conversation on your future planning, I strongly recommend Cheerham Jackson and especially Ewan.Thanksmartyn D. ★★★★★ Just had 1 year review (pension planning) with Paul Bamford - very thorough, clear and concise. Felt that questions were fully answered and overall very knowledagble - highly recommend Cheetham Jackson.David M. ★★★★☆ I found the meeting to be informative and was interested in the news about the likely change of platform.Julia G. ★★★★★ I felt Andrew really listened and understood my investment needs, answering questions, demystifying financial blah blah, and putting forward workable options. He took the fear out of financial investment planning! Thank you Andy :-)Jo B. ★★★★★ Barbara S. ★★★★★ Having been recommended to Cheetham Jackson by a colleague to review my financial affairs, they have not disappointed. In these unprecedented times, I am confident that Andrew Reel, our financial advisor and the team at Cheetham Jackson provide honest advice and will manage my finances in line with retirement aspirations when that time comes. Andrew is extremely knowledgeable and the one-to-one consultations are invaluable. I would not hesitate in recommending CJ.David J. ★★★★★ Dealing with Paul bamford is very relaxed and friendly.MARIA. T. ★★★★★ Paul Has continued to give us good advice over the last 5 years and we are extremely satisfied with our investment Great Man Great Job.peter S. ★★★★★ Feel very confident in the security of my financial future thanks to Cheetham Jackson and their advisor (a diamond geezer!) Kevin Croker…..🚴‍♀️🌈Wendy S. ★★★★★ Scott has been advising me for a couple or so years now and I am very pleased with his advice. He is friendly, ready to answer any questions and is always available to talk to.Michael H. ★★★★★ Deciding to tidy up my previous pensions and optimise for the future, I was introduced to Darren Nightingale by my brother who currently uses him.Darren and the Cheetham Jackson team have been a fantastic help. Very informative, thorough, and all encompassing with the services provided.I'm looking forward to them managing for me, for the many years to come!Well done!Jim L. ★★★★★ We have been a client of Cheetham Jackson for a number of years now and our engagements with Kevin Crocker have been excellent and have provided us with confidence in our returns on our investements.Henry ★★★★★ I contacted Kevin Croker from Cheetham Jackson who was recommended to me by someone locally. I find that having a face to face meeting with Kevin to discuss my pension options is very helpful and a lot better than doing everything 'online' as I have done in the past.Kevin M. ★★★★★ Very pleased with Nicks advise and expertise.Proffessional,polite and clear in his explanations.Feal always his advise is excellant and am confident and satified with all investments i have made through himKaren W. ★★★★★ Ewan is helping us to see the art of the possible as we race head long into retirement!! Friendly, open conversation and good advice. I would highly recommend.Sean S. ★★★★★ Wh here at Stephens Accountants Ltd have worked with Andy for several years. He always provides a comprehensive service, detailed explanation of pensions and investments for our clients, all of them very satisfied . highly recommendedKirsty D. ★★★★★ Due to a change in circumstances, I wanted to review the life insurance I had in place to make sure it still met my needs. Andrew Reel from Cheetham Jackson's Wakefield office was fantastic. He took the time to review my existing cover and really understand my personal circumstances and what was important to me, and then he found the right level of cover that has given me peace of mind. I would highly recommend him - very honest, thorough and professional. I'll be returning to sort my pension next!Gary M. ★★★★★ An absolutely excellent level of service received by Andrew Reel. After months of deliberation over whether to invest private funds, Andrew answered all my questions and allayed all my fears on the subject. He simplified the entire process, gave me sound advice and made solid recommendations to make me confident enough to move forwards. Highly recommended.Pamela H. ★★★★★ Andrew Reel visited us last week to review our investments. He listens well tans has our best interests at heart. Everything made clear for usThank YouRobert M. ★★★★★ Just started with Nick very positive and informative start, looking forward to working with him in the coming years.Sue W. ★★★★★ Ewan is always cheerful, polite and positive. He has consistently given us calm and thoughtful advice based on his thorough knowledge. He has explained everything clearly and given us confidence to make sound decisions .We would happily recommend him to anyone.Michelle H. ★★★★★ Andrew Reel (Wakefield office) offers an excellent service. Andy has taken the time to understand our recent change in lifestyle and our aspirations. He is very straightforward to work with; honest, reliable, credible and always very responsive. I would absolutly recommended Andy to anyone who is seeking advice and support on financial matters :-)Keith C. ★★★★★ Nick came highly recommended by a mutual friend Nick didn'tdisappoint with his professionalism and easy manner whenexplaining the set up of our investment advice.Luke M. ★★★★★ Really appreciate the professional and expert advise from Ewan. Nothing is too much trouble and he really sets you at ease with his personable approach. Wouldn't hesitate to recommend him to any of my family and friends.M S ★★★★★ Kevin Croker has been my IFA for 7 years and he is an absolute legend on all counts. The level of service he and the team at Cheetham & Jackson has provided has been exemplary, as have the performance of my investments. I can't recommend Kevin and the team at C&J highly enough.Paul W. ★★★★★ Nick has been my advisor for the last 3 years. He is very professional , courteous and very approachable. His advice has meant my returns have far exceeded what I expected . He returns calls promptly and it’s a pleasure working with him . 10/10 from me .pipewerxbikes ★★★★★ Truely amazing company to deal with, I've been involved with other Financial Advisors in the past, Ewan is the best, full explanations along the way, dealt with Ewan for a few years now, more than happy with everything that's been sorted for me. Thank you for everything.Nick R. ★★★★★ We needed a skilled financial advisor to guide us through various pension and other investment vehicles. Darren Nightingale was recommended to us by our accountants, CastleTree…how fortunate are we to be working with an absolute gentleman. Darren explained the whole process in plain old English, made us feel very secure and confident in our decisions and guided us onto the right track for prosperity. He’s diligent and does what he says he’s going to do. I couldn’t recommend him more highly and is a boon to Cheetham Jackson. Thanks Darren.Tracy T. ★★★★★ Had a meeting with Kevin this week , very professional and gave us some great information and pension advice Thank youScott R. ★★★★★ Great service from Ewan, he is very helpful and easy to deal withmark A. ★★★★★ We have been involved with Nick now for several months. He has taken our investments portfolio and invested it under the Cheetham Jackson umbrella. His professionalism, ease of communication and friendliness has made our experience with Cheetham Jackson a pleasure to do business with. Nothing is too much trouble for Nick, who is always available to handle any queries. We look forward to a prosperous future working with Nick and his colleagues at Cheetham Jackson. Many thanks. Mark and Susan.Steve B. ★★★★★ Once again Ian goes that extra mile to help with all issues, a total professional with sound and good advice, would not hesitate to recommend him.Rudy G. ★★★★★ We have only known Nick Johns since late 2019 and can say that we wish we’d been introduced to him years ago his advice and product have been kind to us even after the advent of the pandemic.He offers a common sense approach is realistic and honest regarding your needs and has always been available if required, we wouldn’t hesitate recommending him to a friend.Luke O. ★★★★★ Very professional service.Richard W. ★★★★★ These days I feel investing wisely is a major minefield… when it came to deciding what to do with my pension I was in a quandary as I’d read about numerous conflicting avenues to venture down. A friend of mine recommended Kevin Croker of Cheetham Jackson Ltd. I know Kevin from way back but we hadn’t been in touch for years and I was unaware he was now a financial consultant. Anyway, Kevin was so patient explaining all my questions and pointing out the best route to go down once he’d established what lifestyle I lead and just as importantly, what lifestyle I’d like! I’d been fretting over making a mistake with regards to what to do with my pension so I am so glad I talked to Kevin who provided me with several options clearly defining the pros and cons of each. Now I am content that my pension fund is working effectively to provide for my family and I.Stevan W. ★★★★★ A big thank you to Kevin Croker, Kevin has given us good advice over a number of years, always explains in clear words so we understand our investments. Steve and Mal Woodhouse.Andy R. ★★★★★ Great talking with Ian about my plans and finances. Friendly and professionalSimon F. ★★★★☆ We have followed Kevin Croker, as one of his previous clients, to Cheetham Jackson, because he is patient with us to ensure we understand our investments fully and explains all matters in a manner that we can understand. Thanks Kevin.Richard G. ★★★★★ Reliable and helpful.Good advice.Tony R. ★★★★★ Darren provides a great service where everything is explained in great detail and i found him very helpful especially to a new a person new to the services on offer.. I would strongly recommend his services!Alison N. ★★★★★ Darren Nightingale has been brilliant with his advice. He has sorted out my pension and savings and put a lot of work into it. He is free until point of purchase so the amount of work he has done is phenomenal given that fact. I am rubbish at maths but I have understood everything he has told me as he explains it in layman's terms. I have no doubt that he has my best interests at heart which is very rare in a salesperson. And I'm a salesperson myself! Thank you so much Darren for being totally transparent and honest with me!Frances B. ★★★★★ Robert W. ★★★★★ Over the last few years Cheetham Jackson and especially Kevin Croker have been extremely helpful in guiding through through my investment i and advising me on the best course of action. i cant thank them enoughBob WilliamsonRichard G. ★★★★★ I have been dealing with Nick Johns for over two years, to set up Trusts. He is most professional and it gives me great confidence in his advice. RecommendedPat M. ★★★★★ Very happy with the pension advice I have been receiving from Tom Lanigan for 5 years now . He is professional , friendly and approachable and I feel my pension is in good hands and continues to grow each year .Jane W. ★★★★★ Great experience with Cheetham Jackson. Our application wasn't easy but everyone we dealt with ensured things progressed through. Sue Slack knows her stuff, is totally professional and friendly and goes the extra mile to make you feel like you are in a safe pair of hands. Would definitely recommend. We also dealt with Richard Gill who went out of his way to ensure things went through as smoothly as they could. We are in our new home and are very grateful that Cheetham Jackson were involved.Bev H. ★★★★★ Ewan is brilliant! His knowledge is outstanding regarding the financial world. He offers safe and sound advice and is always professional and personable. I would have no hesitation in recommending him.Sue U. ★★★★★ I read many good reviews of Cheetham Jackson before calling Nick Johns for financial advice with regard to multiple pension plans and a way forward for me and my husband. The reviews certainly endorsed our own experience of dealing with Nick who offered sound advice and did so in a way we could follow and understand. Nick is very easy to get along with and you can quickly build up a rapport with him. We would definitely recommend him and we look forward to dealing with him on a regular basis for our financial needs and requirements into the future.Stephen D. ★★★★★ I have been looked after by Tom Lanigan for a number of years now. He has been superb with me. Always supportive, always looking after my financial interest, always approachable. I feel my financial future is secure and can now focus on my retirement whilst Tom looks after my pensions. Highly recommended.The Hot Tub P. ★★★★★ Absolute pleasure to see you again today EwanGreat advice and would highly recommend to anyone wanting good sound adviceCaroline B. ★★★★★ My husband and I had a video call with IFA Nick Johns. We soon felt completely relaxed and able to fully discuss what we hoped to achieve. Nick was down to earth and extremely good at explaining financial jargon. Very professional and knowledgeable, we will continue to use this company.Paul B. ★★★★★ I had been researching advice for pension planning and found Nick Johns at Cheatham Jackson Stockton Heath refreshingly honest and independent in his advice. Moved over with them over a year ago and continue to be very happy with their product and the service Nick has provided to me. I enjoy working with Nick on my plans and his advice has been sound. Highly recommended.alan R. ★★★★★ Professional advice from Nick Johns in regards to my pension plan. I am very pleased with my investment and the advice given to me by Nick. I find him to be very supportive and he makes everything easy to understand. I would not hesitate to recommend his services.N G. ★★★★★ I must admit to being a little sceptical of just how a financial advisor could help me plan for the future. However, having had two meetings with Nick Johns from the Warrington Office of Cheatham Jackson, I am surprised just how useful I have found his expertise and knowledge to be of assistance. Nick has a lot of experience in personal finance planning and he is able to explain complex issues in an easy to understand language that the leyman can follow. This allows you to make informed decisions on your future planning for your financial benefit.Colin D. ★★★★★ Met with Nick just over a year ago. Really pleased with the professional advice he gave with regard to transferring my pensions and planning for my early retirement. He has kept in touch through the last year, despite the difficult times, and he and his staff have always been approachable, polite and very professional. I wouldn't hesitate to recommend themTaj R. ★★★★★ I contacted Cheetham Jackson to get some advice regarding my pension and they arranged a meeting within days to fit around my schedule. Andrew Reel was the advisor who is professional, knowledgeable and responsive. Andy understood my needs and requirements then guided me through all the necessary steps and explained everything along the way. The whole process was straight forward and easy to understand. Andy is very responsive and always replies to phone calls and emails straight away. I would recommend to anyone needing pension advice.Toby M. ★★★★★ Introduced through our accountants, Nick Johns has met all our challenges and has worked tirelessly and successfully to meet our requirements and needs.Refreshingly he is honest and open and good at listening and hearing what you say to him, this makes working with him a pleasure.We are looking forward to working with him for many years.Robert P. ★★★★★ Excellent service all round. Scott is very professional and could not make the process and the advice any more straight forward. Explained in simple terms and my step to step plan to retirement was set up in next to no time. I would highly recommend to all family and friendsBeth H ★★★★★ Easy, hassle free way to start a pension.Andy is very professional and provided me with some very helpful advice. Going in blind to all this I now have a very good understandingLisa S. ★★★★★ We can't speak more highly of this firm. Andrew has been fabulous sorting out and advising us both on various financial matters. Really quick on responding, clear on what happens next, great value products and to say we were in a pandemic was a really calming influence on what we were making decisions on. Don't hesitate to approach this company, you won't regret it.Karen H. ★★★★★ Helen is an excellent advisor, she ensured that my pension funds haven't been adversely affected by the global crisis and I have a lot of confidence in her. The Cheetham Jackson approach is sound.Tina B. ★★★★★ Ewan Will was very helpful and made it easier for us to understand, he sorted out our life insurance as well as our pensions, very pleasant, professional man.marinescu G. ★★★★★ Just to say a big thank you to Andrew Reel for very good advices and support with my private pension and investments. Much appreciated and highly recommended.Alice D. ★★★★★ I have been looked after by Darren Knightingale who has reviewed my retirement plans and current pensions. I have just turned self employed and I was keen to get that side sorted as soon as possible. Darren guided me very professionally, and was friendly at the same time. He explained it in an easy to understand way, and kept me in the loop throughout the whole process. Highly recommended! Thanks Darren!Jackie L. ★★★★☆ Andrew was very clear in the advice he gave and efficient in handling the pension set-up.David G. ★★★★★ Although the prospect of moving pensions is very daunting and we were nervous about releasing money from a secure source, Andy explained the process and made easy for us to understand and was will to go through each stage step by step and willing repeat any question asked, thank you for your help and professional service.Christopher S. ★★★★★ Just a thankyou to Paul Bamford for the service received with reference to my enquiry with 'Cheetham Jackson.' Every part of the journey from start to finish was dealt with in a professional and timely manner......what a refreshing change that makes these days.Thanks Paul, it was a pleasure.Andy F. ★★★★★ Ian at Cheetham Jackson has been extremely helpful in managing pensions and insurance for my wife and myself, including tracking down and consolidating a number of pensions from former workplaces. Ian is friendly and knowledgeable, and always happy to go the extra mile to offer advice and answer questions. Highly recommended!Felicity J. ★★★★☆ My financial adviser is very clear and is easy to understand. I feel confident leaving my finances there. They don't use hedge funds so you get more value for your money. They advise but there's never any pressure. And if you have big expenses they recommend you don't invest. I would definitely recommend ScottChris A. ★★★★★ Helen at Cheetham Jackson has been great. Very professional and experienced in the products she has to offer. Always provides great advice and service, I would highly recommend Helen and Cheetham Jackson to others.Steven W. ★★★★★ Amy Lowe has been great in helping me set up my pension fund, she is very friendly and professional and spent a lot of time talking me through all the details of fund. She is always on hand to answer any questions and keeps me informed of any changes to the market. I would highly recommend Amy and Cheetham Jackson.John C. ★★★★★ Great Service. Paul is a great asset to Cheetham Jackson.Jane S. ★★★★★ We are happy to be working with Amy Lowe who is based out of this office. Amy helped us develop a financial plan that meets our retirement needs and desired legacies for children and grandchildren. She is friendly, helpful, knowledgeable, and explains things clearly so we are comfortable with the choices we make for our investments. It is particularly helpful that she can come to our home to consult with us so we don't have to drive across Manchester to meet with her. Thanks, Amy, for the great job you are doing for us!Dr. J Scott and Mr S Herron-ThompsonMark U. ★★★★★ Just to say thank you to Ian Thompstone for all his much needed help and advice through these difficult times. An excellent serviceSteve H. ★★★★★ Amy Lowe was introduced to us via Langers accountants, Her help with our intercontinental savings (one of us is English the other American) was invaluable, her patience and understanding helped us clarify our position and guided to a solution we are happy withJames D. ★★★★★ Just setup my pension investment with Cheetham Jackson.Ewan was great, gave me good information and sound advise, all of which was new to me.I would highly recommend Ewan to others and look forward to working with Cheetham Jackson for many years to come. Many thanks.T J ★★★★★ My husband and I have been receiving excellent pensions advice from Adrian Jubb for the last few years and could not recommend his services more. He is extremely helpful, flexible and friendly and explains everything in such a simple and clear way that even we self confessed financephobes can understand!We look forward to dealing further with Adrian in the future.Dawn W. ★★★★★ Andy was very helpful, professional and approachable. He answered all my questions and I trust the advice given. I would not hesitate to recommend Andy.Tracey E. ★★★★★ Very knowledgeable, professional & friendly. Everything explained so that we understood what is/was & what may happen. Pensions are a long term investment and having the confidence to trust those working to provide you with good pension is so important. Thank you Paul 😊Kirstie L. ★★★★★ I have known Andrew Reel for many years – when I moved employers I needed advice on my pension and retirement provision.Andrew was extremely helpful and explained everything thoroughly and how much I am likely to receive when I retire.He set up an income protection policy too to ensure my bills would be paid if I cannot work.I would thoroughly recommend Andrew's service and the team at Cheetham Jackson are greatSue B. ★★★★★ I can recommend this company and Darren who has been very helpful in sorting my pension options.Tony B. ★★★★★ I can't thank Tom enough for his financial guidance and emotional support of these past 5 years, he's been great in getting our investments organised and growing and getting my pension sorted with Cheetham Jacksons platforms.On a personal note this Big Man supported me to sort out my lifestyle, and deserves all the success in the world, A Big Thank You.mike D. ★★★★★ A perfect gentleman who gave me sound adviseJohn N. ★★★★★ Darren explains it all in a way that is easy to understand. Highly recommended.gary H. ★★★★★ Amy was very professional throughout our meetings. She is veryknowledgeable and was able to provide all the information that I required,to choose the right products.Claire R. ★★★★★ Really friendly professional service from Sue Slack, a returning customer most definitely... Goes the extra mile to ensure the process is as easy as possible... 5 star recommendationKaren S. ★★★★★ Great service and advice, very helpful and professionalAshley M. ★★★★★ Sue is very helpful and extremely knowledgeable. Nothing was too much trouble for her. I highly recommendAndrea R. ★★★★★ laura B. ★★★★★ We have just recently used Cheetham Jackson and a lovely gentleman called Ewan came out to see us at our house regarding our pension and life insurance.He was extremely efficient and very understanding towards our needs.I would highly recommend using Cheetham Jackson.Newbie74 ★★★★★ Brilliant service from Ewan in every aspect of handling my pension provisions. Very thorough & detailed review which collated all my previous pensions into one plan making things simple and easy to understand. I cannot recommend Ewan highly enough.Susan W. ★★★★★ Adrian Jubb has been a superb help with my finances, supporting me with my pension, savings, life insurance, income protection & health insurance. Personable, flexible & helpful I’ll be working with Adrian for some time to come. I strongly recommend his servicesEscape “Escape Hair & Beauty Ltd.” Hairdressing & beauty L. ★★★★★ Highly recommend Adam, extremely professional, friendly and knowledgeable. I feel I I was given the best advise and customer care setting up my pension. I’m very happy and will use Adam at Cheetham Jackson again in the future. RubyAndrew S. ★★★★★ Kim and I are very happy with the way Tom Lanigan has advised us and managed our accounts and investments.Tom did an excellent job in managIng to retreive my Middle east investments back into the UK, and also making a return on our invesments.Thank you TomMark B. ★★★★★ Very happy with the service and advice given by Tom Lanigan. My investment is in safe hands and growing nicely.Thanks very muchChris H. ★★★★★ My wife and I have been delighted at the advice from Tom, and the returns. In a time of considerable uncertainty, we feel very reassured.graham G. ★★★★★ I have been delighted with Tom Lanigan approach and dedication to getting things done. I am now very happy with the strategy and feel confident that my money is in safe hands. Well done Tom & the team.Steph A. ★★★★★ Adam has helped me make a start with sorting the relevant policies that I needed, and has been really helpful in making it an easy and straight forward process. I will definitely be back for more advice!Heather P. ★★★★★ Darren has provided financial advice and products that are tailored to our circumstances, both being self employed. He has kept us informed in between appointments and he genuinely has his client's best interests at heart. He is friendly and professional with personal approach, I wouldn't hesitate to recommend him.Chad B. ★★★★★ Darren has given me an insight to how to look after myself rather than just my business, helping me plan into the future & be happy at home with my family, from now through till retirement.. polite, genuine and sincere.Dan H. ★★★★★ Our financial advisor, Darren Nightingale, has been brilliant. He is great at breaking down the industry jargon and guiding us to better investment decisions to prepare for the future.Vicky S. ★★★★★ Very pleased with the help I received from Andy Umebuani in sorting out my pensions which were numerous and disparate.jennifer J. ★★★★★ Sue was fantastic at dealing with our mortgage application, after being told we would struggle to get one as we are both self employed she found one with santander and we are over the moon, it was a stressful time and she made that side easy.john S. ★★★★★ I had a full financial review with Adam and he has been very helpful and professional at all times. He organised 3 life insurance policies and a pension transfer and I am very happy with the products I now have. I would not hesitate to recommend Adam to anyone who needs financial advice.Ian E. ★★★★★ Darren provides a great service where everything is explained in great detail. If you are not sure about something he will explain it in a way so you will understand.I recommend Darren if you are thinking of getting financial adviceNicola B. ★★★★★ Darren Nightingale provides regular updates about my pension and I am confident that this firm is doing its best in difficult economic times.Doug P. ★★★★★ I trusted Cheetham Jackson to merge my pensions and also advise on investments and I wasn't disappointed with the results . Thanks Adam for your professional approach, advice and information. I would be happy to recommend Cheetham Jackson and Adam Hussein to anyone .steve D. ★★★★☆ Adam provides me with some good advice when I was looking to merge my pensions together.Gordon C. ★★★★★ I met Darren Nightingale when starting my business, he was very helpful in organising my pension and finances. He went through everything with me , giving me step by step advice on what I need to do.Would recommend Darren Nightingale to anyone.Cross landscapesJolene M. ★★★★★ The advisor I had was Adam and he couldn’t of done more for me, helping me to find best deals on life insurance and setting up an isa he’s really helpfully and polite and professional and would def recommend himCarolyn C. ★★★★★ Great service provided by Adam Hussein helping me get my personal pension scheme and life insurance set up. Very helpful and approachableMete D. ★★★★★ Great friendly service and a joy to deal with. Adam Hussein is a professional and very helpful advisor. Highly recommend!!Anthony I. ★★★★★ Adam Hussein continues to advise a large number of my clients and I do not hesitate to recommend his services to client's, family and friends. With great communication and advice throughout the process Adam is a credit not only to himself and Cheetham Jackson but the industry on the whole.Sam R. ★★★★★ Amazing service from Darren NightingaleHe explained everything to me listened to my requirements and tailor made everything to exactly what I neededI wouldn’t hesitate to recommend Darren NightingaleRon A. ★★★★★ Tremendously pleased with the service Darren Nightingale provided and the advice around security was honest, straight forward and realistic. This gave me a high degree of confidence in his proposals.Architectural Building Design S. ★★★★★ I have dealt with Jane Chapman on several occasions and found her advice to be second to none.She is definitely at the top of her game and I would recommend her as a FA with out hesitation to anyone wanting to do any form of financial planning.Gareth C. ★★★★★ If Jane Chapman is ANYTHING to go by, and I'm sure it is, then this firm employs the most thorough and competent IFA's I've had the pleasure of being in a room with!Looking forward to our next meeting and find out all there is to know about SEIS'sThanks Jane!js_loader