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.
Being Part of Our Community
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
What our Clients say
Excellent 5.0 ★ ★ ★ ★ ★ Based on 193 reviews from review us on 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 service Andrew 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 Jackson 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 mind 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. 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. 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. 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 you Jane 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 recommended 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 nice Jenni 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! Gary S. ★★★★★ I would really like to that 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 all mayuko M. ★★★★★ 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 recommended Samuel 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 Jackson SuperKc58 ★★★★★ 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 advice Denise 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 easier Wil 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 thanks J 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. Chris M. ★★★★★ Great professional, friendly service. Thanks again Chris 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 professional Sarah 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. 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 guidance Maurice M. ★★★★★ Andrew Reel is very professional with a kind personality. He made my transfer easy. Would recommend him to anyone Chris 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.Thanks martyn 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. 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 him Karen 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 recommended Kirsty 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 You Robert 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. 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. Tracy T. ★★★★★ Had a meeting with Kevin this week , very professional and gave us some great information and pension advice Thank you 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. Luke O. ★★★★★ Very professional service. Andy R. ★★★★★ Great talking with Ian about my plans and finances. Friendly and professional Pat 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 . 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. 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 advice 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. 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! Mark U. ★★★★★ Just to say thank you to Ian Thompstone for all his much needed help and advice through these difficult times. An excellent service James 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. 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. Karen S. ★★★★★ Great service and advice, very helpful and professional 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. Escape “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. Ruby Andrew 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 Tom Mark B. ★★★★★ Very happy with the service and advice given by Tom Lanigan. My investment is in safe hands and growing nicely.Thanks very much Chris 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! 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. 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. Jolene 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 him Carolyn C. ★★★★★ Great service provided by Adam Hussein helping me get my personal pension scheme and life insurance set up. Very helpful and approachable
