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.
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.
Adrian Jubb has been advising on our pensions for a good number of years now and he's always been very approachable and helpful. Would definitely recommend.
Ian
1 month ago
Met Chris for advice on my pension. He was very helpful, explaining my options with clear advice. Very good service.
Jim N.
2 months ago
Andy Reel has provided invaluable support over the last few years, taking the time to offer clear understandable advice about the different options that are available. With Cheetham Jackson handling my pension, I'm very confident that my retirement will be comfortable and relaxed one.
John K.
2 months ago
Over a number of years Nick Johns has given my wife and I the soundest financial advice that has enabled us, through these turbulent times, to come out smiling. We can't recommend him highly enough.
Caroline P.
2 months ago
Spoke with Nick at Stockton Heath for first time general investment advice. He offered clear advice that fit with my financial present, while accommodating future plans and offering options going forward. My understanding is so much clearer. I will certainly continue to use Nick in the future
Maureen H.
2 months ago
Stephen was excellent took adequate time and explained everything fully and comprehensively . Thankyou.
Mike K.
3 months ago
Chris gave us fantastic advice at our first meeting. He knew it would be unlikely we'd need a second meeting, but nonetheless he still helped us make some smart decisions with our investments. I'd highly recommend the Stockton Heath Cheetham Jackson team.
John W.
3 months ago
I’ve recently dealt with Liam who has given extremely valuable and insightful advice on how best to move forward with pension planning and general financial advice for my circumstances; totally professional, he’d moved very quickly to set up and work with me whilst his manner put me at ease in a very short space of time. Many thanks.
Adam H.
3 months ago
Helpful and informative,
Would highly recommend
Mark F.
3 months ago
I refer my clients to Cheetham Jackson because they are dealt with in a professional manner offering independent advice for pensions and investments. Their approach is extremely personable offering face to face meetings which undoubtedly helps with the advice process. They know their onions and would always recommend them in the wealth management arena.
Anthony L.
4 months ago
As a client of Cheetham Jackson I would like to thank Josh Hoodless for his quick response to a recent query on investments.
Thanks again Josh.
Best Regards,
Anthony & Jackie Leake.
Richard H.
4 months ago
We have had a few financial reviews in the past, but we can definitely say that this was the most thorough and professional. Liam took a long time going through everything and we always felt listened to and never felt in any way pressured. Highly recommend.
Julie L.
4 months ago
Just wanted to let everyone know how much we value our personal adviser Chris Harrison. He has been everything we needed in an advisor, a true professional, understanding, patient and trustworthy, taking the time to get to know our needs enough to offer us the best outcomes. He is always available to answer any query we have, no matter how small. We look forward to continuing business with Chris and the company. He's the best! Thank you Cheetham Jackson LTD.
opkar S.
5 months ago
Excellent Service from Cheetham Jackson very professional service and helped explain every step of the way making it easier to understand and avoids the pitfalls I would highly recommend them 😊👍🏽 Thanks Andy
Ian U.
5 months ago
Tom Lanigan has been supporting me with my pension portfolio for a number of years. I am very comfortable discussing my finances with Tom. He is knowledgeable and he tells me things as they are in a clear and easy to understand manner. I enjoy our reviews and I would recommend him to anyone trying to plan for their future financial security.
Jason J.
5 months ago
Steven R.
5 months ago
Tom Lanigan has looked after my pension for the last couple of years and provided a professional and friendly service and my pension is performing very well
Jane B.
5 months ago
Andy has been great as usual at may annual review - highly recommend
HELEN P.
5 months ago
Attended an appointment this afternoon with William. He was friendly and very knowledgeable. He advised me which avenue to take, which would be beneficial for my financial needs when I come to go part-time and fully retire. He explained the figures thoroughly, This visit was worth every minute because I now feel more confident with my future plans. I will definitely seek further guidance from William when it comes nearer to the time when I am ready to reduce my working hours. Thank you so much for today William. Greatly appreciated!
Sarah B.
6 months ago
I have invested with Cheetham Jackson since 2019, and have been advised by Mr Thomas Lonigan since 2021, and I am very happy with both. I have just had an annual review with Tom and he is very friendly and explains the matters we have discussed very clearly. He has helped me to access the funds that I need and I feel confident in his advice.
Claire B.
6 months ago
A fantastic service. William explained everything I needed to enable me to make an informed decision about my NHS pension. The meeting was structured and straightforward.Thank you so much.
Matt O.
6 months ago
Excellent pension advice and sorted all my old pensions into one pot that now performs a lot better than it ever did, great no pressure service and good advice. Have recommended to Friends and family.
Hayley R.
6 months ago
“Liam has been absolutely brilliant. We came to him feeling like rabbits in headlights with our pensions, but he was so patient and took the time to explain everything clearly, step by step. Nothing was too much trouble and he made what felt overwhelming suddenly make sense. We now feel confident about our options thanks to him. Highly recommend!”
b B.
6 months ago
Andy has been fantastic with my pension for the last few years - explaining all my options and how these funds will benefit me through retirement - would highly recommend Cheetham Jackson for anyone needing financial advice and guidance
Toni A.
6 months ago
The service from Andy Reel and the team is great. They take the time to explain and are on hand to answer any queries.
I would (and have) recommend Andy to friends and family alike.
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