Why Our Clients Choose Us

Started my pension review with Neelam, and she went above and beyond what was expected. Not only did she advise as to what I should handle my pension pot, but she also advised to where I should invest the balance further. From start to finish, she pleasantly took me through the jungle of pension unraveling. Well done!

William was brilliant and very knowledgeable about my pension and totally understood my needs. I would recommend him to all my friends and family.

Andy Reel has been great with helping me get started with my pension and financial planning! I would highly recommend.

William Hartley has been brilliant. Taken me years to sort out financial planning for retirement and he’s sorted it all. Responsive and very professional and will be by my side until I retire now 😊

Thanks to Liam for the great advice. Really appreciate the support and help and look forward to working with you. Thanks

I can't recommend Will and the team at Cheetham Jackson, Ossett, highly enough! I wanted a local organisation to help with personal insurance and pension needs and Will quickly supported, offered incredible guidance and a personable approach to ensure all needs were met. When you're looking for a professional to offer guidance on such important matters, having the feeling that who you are working with cares and knows your circumstances, is essential - this is exactly what you get at Cheetham Jackson! No stone is left unturned to ensure that not only needs are met but the product is absolutely relevant to those needs and individual circumstances. There's no hard sell, no 'encouragement' to take out a product or 'pushy' sales tactics, just a caring, highly knowledgeable team who put the client and their needs/wants first - just how it should be.

I had a chance to speak with William who gave me great advices on how to plan my finances and structure them each month. Very easy to talk to and super knowledgeble!

One if the employees Mr Umbuyani gave me incorrect information as a result of which I have to cancel my marriage and my partner to be has incurred considerable expense.

I had a very pleasant interaction with John. I didn't find him pushy or persuasive but he did understand what value he could offer me and conveyed that clearly.

I dealt with Chris Harrison when transferring my SIPP to another provider. He was very professional, transparent, friendly and patient throughout the whole process.

I would highly recommend Cheetham Jackson's services based on my experience with Chris alone.

William came to guide us through the NHS pension. We found him very informative, thorough, knowledgeable and friendly. At the end of the meeting my husband and I had a greater understanding of the NHS pension . He even answered questions after our meeting .

Had a good experience working with John Beveridge in understanding taxes and pensions. He took time to explain concepts and was patient in clarifying all my tax queries. Would definitely use them in future.

Nilam dealt with seeing up my pension and investments, she is very thorough and knowledgeable. I can highly recommend using this company based on the high standards Nilam certainly demonstrated.

I cannot recommend John Beveridge highly enough. From our very first meeting, he took the time to truly understand my financial goals, risk tolerance, and long-term vision.
John's advice has always been clear, practical, and tailored specifically to my needs—not just generic strategies.

What sets John apart is his combination of deep financial expertise and genuine care to help me. He was able to break down complex concepts in a way that’s easy to understand. For someone like me who has dyslexia and dyscalculia, that is a Godsend.

One moment that truly stood out to me was when I explained that the likelihood of my joining as a long-term client was slim.

Instead of turning away, John still offered to help me work toward my pension goal, purely because he wanted to assist.
That level of commitment and integrity is rare and says everything about the professional he is.

I have had the pleasure of having Andy Umbuani deal with my pension for a number of years now. On our first meeting in my home he was professional curtious and above all he listened and advised with complete understanding. What I would like to say Andy has not only been a great adviser but also someone who has shown great understanding when we have chatted over the phone. Thankyou Andy you are a credit to your industry and colleagues. Thanks again Andy for all your wise words and professionalism when dealing with my investment and pension. Best Regards Paul Brinkley.

I'm receiving advice from Nick Johns, at Cheetham jackson, for pension advice for two of my sons, and investment advice for myself and my husband. Nick is incredibly friendly, professional and helpful. Explains things in plain English, I feel like I actually understand them all. Thank you Nick. High recommended.

Minesh helped me consolidate my existing pensions and helped me with a new SIPP when I started contracting for work. He’s friendly, knowledgeable and reliable. Thanks Minesh.

Ian has been brilliant to deal with, very quick to respond and informative. Would recommend 100 %

Hi .I myself have been with this company for many years now ... This year i have had my advisor changed to steven Kidd and i am more than happy for him to now take over as my plans are subject to change and he has the experience to guide me on all aspects of this in the future .. very nice to deal with also helps .nothing is too much trouble ...Regards peter

I've been working with Minesh Shah at Cheetham Jackson for help with my pension and it's been a really positive experience. He's friendly, professional, knows his stuff and explains things clearly without any unnecessary jargon. Communication has been excellent – he always keeps me updated and is easy to get hold of if I have a question. Minesh is easy to work with and makes what could be a complicated process feel straightforward. I'd definitely recommend him.

Excellent service by William Hartley. We had a very detailed and transparent discussion prior to transferring my pension to Cheetham & Jackson. The whole process was smooth, thanks to William and his team supporting me throughout. I would highly recommend this company.

My wife and I had the pleasure of working with William in regards to our pension options and we’re extremely impressed with his knowledge and professionalism.

He was friendly and able to explain things in a simple and easy to understand way to enable us to make informed decisions regarding our pensions and future investment options.

We would definitely recommend his services and will definitely be using them again nearer to retirement.

A big thankyou from us both 😊

Working with Ryan Moorhouse has been a really positive experience. He has made the whole pension planning process feel a lot less overwhelming and he really took the time to explain everything in simple terms. I never felt rushed or pressured—just supported and well-informed.

He is really approachable, transparent and easy to talk with. He helped me to combine my pension plans so I can see everything in a single consolidated place. He has helped me to feel confident about my retirement plans, and I would definitely recommend Ryan and Cheetham Jackson to anyone needing help with their pensions.

I experienced very good advice on how to manage my several pensions, and discussed how set goals towards my retirement. Also given good advice on how to fully protect my family. Good job Liam Roberts.

William Hartley and the team, Josh and Toni, at the Ossett branch of Cheetham Jackson cannot be praised enough for helping to sort mine and my wife's existing pensions and helping to create a plan for the future for both of us.
Not fully understanding how pensions work, William explained in detail and in a language we understood, guiding us through the process which we are very thankful for.
He was understanding, patient and knowledgeable in respect of our situation and needs for the future and we have no reservations in recommending William and the team.

William was a gentleman, and he explained things so easily to understand. I didn’t feel rushed and it was an easy conversation that has given me clarity in what I am required to do to make my retirement transition smooth. Seriously, not has scary has I first feared. Would highly recommend William, thank you

Grateful service and very professional.
Knowledge is a key and this gys knows their business in and out.

William explained Pension planning in detail, tailored to our needs. I'd recommend him.

Personal and friendly service by Ryan - made the process easy to follow!

William was very knowledgeable and helpful in looking at my nhs pension He had a great knowledge of the nhs pension schemes and was able to guide me through different options to help me plan for retirement. I found the session extremely useful for me in helping me understand the schemes and different options available

Having left my previous advisors some years ago, my impression of Financial Advisors was low, as they seem to be commission orientated without much in return. It was refreshing discussing my situation with Chris Harrison at the Warrington branch who provided sound advice, which clearly was tailored to me and not just in general. He was very open and honest regarding what assistance Cheetham Jackson could offer, resulting in confidence to deal with this Company. I would certainly have no hesitation to recommend an exploratory interview with them before settling on appointing a company to handle your finances.

Had a meeting with Andy,what a pleasure it was,so friendly and reassuring. Hope to have a lasting relationship with you and the company, you are a great ambassador for the company,speak laters thank you.

After my meetings with Will, I am much more confident in my finances and my future! Before, I wasn't sure if I needed a financial advisor but I am so glad I had the meeting, as I was advised on things that I hadn't even known about. Thank you so much for all your help and I am looking forward to our next meetings

I recently moved my investments to Cheetham Jackson as I found my last advisors very impersonal. Kevin Croker came to my house and I immediately trusted him. So lovely to have a face to face meeting. His advice was excellent. Ali Bamford in the office has been incredibly kind, knowledgeable and helpful. I now have easy access online to check my account, and friendly voices at the end of the phone if I need help. Thank You.

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.
We sill have the same opinion of Nick several years later (29.04.25) and value his honest and open opinion.

William was extremely helpful and professional and provided useful advice.

We were more than happy with the service we received.We will be more than happy to advice others to deal with William Hartley.

Just joined Cheetham Jackson as a client, early days yet but I’ve been impressed with their service which is, in my view relationship led. In my meetings with William Hartley, I’ve found that he’s prepared, understands my financial knowledge and will simplify to ensure my understanding. There’s no dazzle dazzle, just plain speak which I find refreshing. Would recommend

Planning for retirement can feel overwhelming, but working with William at Cheetham Jackson made the process so much clearer. I initially reached out to get a better understanding of my existing pensions and create a solid plan for the future. From start to finish, William and his team—Josh and Toni—were incredibly professional, knowledgeable, and approachable. They took the time to explain everything in a way that was easy to understand, making what can be a complex topic feel simple and manageable. If you’re looking for expert financial advice with a personal touch, I highly recommend their services!

Really helpful and educational advice given by financial advisor John. Concise and very clear in any questions I had.

Would recommend John Beveridge; he has extremely good communication skills and hosted a really positive and informative call. Although not currently in a position to progress I will definitely consider utilising the company's services in the future as a result of the conversation with John.

I had the pleasure of working with Liam Roberts as my financial advisor, and I couldn't be more impressed. Liam was calm, patient, and incredibly knowledgeable throughout the whole process. His advice was clear and tailored to my needs, making me feel confident in the decisions we made. I would definitely recommend his services and will certainly be using them again in the future. A top-notch advisor who genuinely cares about his clients' financial well-being!

Been with Cheetham Jackson for a few years and had my first review with Ryan Moorhouse. Found Ryan easy to talk to and he explained the gaps in my knowledge in a clear and friendly way. I need to be more proactive with my pensions and investments and look forward to interacting with Ryan more regularly. Many thanks.

David has been giving us wonderful financial advice for years and this continues as we navigate the choppy waters of todays markets. Can't praise him enough.

A friendly, informative and reassuring service. Chris Harrison has been advising me on how to be more tax efficient with my earnings and as helped consolidate my pensions to make them work harder - and make sure they can support me (and my anticipated lifestyle!) when I retire. Would recommend.

Andy Reel has helped grow my pension whilst I alternated between outside IR35 and PAYE contracts by reacting to growth opportunities to maximise returns. Very pleased - thank you Andy.

William recentley helped my partner and I through the process of setting up life insurance and income protection policy’s after recently purchasing our first home together. From the get go William was very informative taking his time to truly explain and talk us through the best available options for ourselves. Nothing was too much hassle for him regardless of how many stupid questions we seemed to ask. We can wholeheartedly recommend William and will not hesitate to use him again in the future!

We have known and dealt with Tom Lanigan for many many years.. He is honest, trustworthy and above all a very knowledgeable guy. He is totally himself with no pretence at all and just great to
deal with.

I have recently received pension advice from nick johns, to which, with very informative advice, He has guided me through the process of transferring multiple pensions in to one manageable fund. Nick is very reassuring, knowledgeable and puts you at ease throughout. Many thanks...

Minesh took on my account a couple of years ago and I couldn't be happier. He really knows his stuff, and explains everything in a clear and precise way. I feel confident that every decision made regarding my investment and pension is the right one and based on the best data available. He always explains, and answers all the questions and gives clear advice and guidance on what to do next. I'm quite risk averse but never feel I'm being pressured to change. I wouldn't hesitate to recommend Minesh to anyone. Thank you Minesh.

Paul Bamford has been so helpful, so responsive to answer any query. Trust him 100 percent

Excellent service from Minesh over the years. He takes time to explain the course of travel in my pension journey, which is timely and informative in managing my affairs.

Highly recommend William Hartley for all financial services. Very professional approach.

Excellent advice and very informative. No hard selling and easy to deal with/ very responsive and helpful

Excellent advice from William in setting up private pension. Hassle free and very informative.

My husband and I have been looked after by Nick Johns for the past 9 years. He is a very caring professional person and explains everything to us carefully. We always feel very comfortable and depart from our meeting with him in good spirits.

A friendly and professional service. My meeting was with Gregory Beavers who was excellent, and focused on getting to know what my priorities were and what would help me. I had been struggling to make sense of the pension that was due to me, but Gregory was able to give me enormous help in understanding the details. I would absolutely recommend Cheetham Jackson to anyone interested in seeking financial advice.

I had an initial call with William to discuss personal pensions (SIPP), and he generously gave over 30 minutes of his time, offering sound advice on how to take the right steps to secure my financial future. He provided valuable insights and best practices without any pressure to commit to paid services. In fact, he advised that it might not be the right time for me to make any major investments, which demonstrated his honesty and integrity. His transparent approach and dedication, all without any cost to me, have truly impressed me. This level of customer service is what will bring me back in the future. Thank you, William!

I've been dealing with Minesh a couple of years now and I am very happy with the way he works. Great help with combining all my old pensions into one and setting up several life/income covers for me and my partner, annual updates on the pension performance etc. He always explains everything very well, answers all the questions and gives clear advice and guidance on what to do next.

My professional financial advisor Mr Liam Roberts gave clear and precise information without any exaggeration. I felt completely at ease and been more than happy with the results from the service provided. A plan was complied to eliminate my concerns about saving for my retirement, l can also check the progress of my financial products 24/7. I can't recommend Liams service any higher, he was professional, knowledgeable and extremely reassuring.

I had the pleasure of chatting to Ryan Moorhouse for my annual review. He was very knowledgeable in all aspects and details of my portfolio. Ryan very helpful, and left me very reassured with the direction my pension was going in. He was very prompt with answers to any questions that may have arisen afterwards. I would highly recommend

Liam Roberts has been my advisor for a couple of years. He provides professional, sound, honest advice and just what I need as I consider early retirement. He’s always on hand if I have a question, especially around pensions which is hard to get your head around. Overall, I trust him to do the best for me.

Just had our review from Tom Lanigan we have always been very happy with Tom he is friendly & approachable at any time whatsoever.
We know our personal finances are in good hands.
Thank You.

Andy has spent a great deal of time talking to me and spelling out options that are available to me to enable my retirement planning. I would not hesitate to recommend him for advice.

Kevin ,is a lovely financial advisor and takes his time to explain things.
On the occasions I have had to contact Cheetham and Jackson they have been both friendly and efficient .

Received pension advice from Cheetham Jackson for a few years and very happy with how account is handled. Ryan is very knowledgeable and thorough, would absolutely recommend.

i have recently engaged with Minesh Shah as financial advisor and I cannot recommend him enough. He is incredibly knowledgeable, very pragmatic and transparent. I am looking forward to continuing working with him and benefiting from his expertise.

Very happy dealing with Ben M from Cheetham and Jackson. Have been happy with the service and advice and recommend!! Many thanks!

I recently had my first financial review with Ryan Moorhouse from Cheetham Jackson after transferring my pension last year with the help of Stuart Gallagher who successfully and professionally guided me through the minefield of pensions and investments. He made the whole process very smooth and resulting in a stress free procedure. Ryan has taken over where Stuart left off , he was very professional and gave advice that I could follow and understand. I felt that he was honest and trustworthy. He went through all of my options and his advice was very helpful enabling me to plan for my upcoming retirement with confidence. I would highly recommend his services.

Had my first meeting/review with Ryan Moorhouse yesterday. Very clear with explanations and would recommend him without doubt.

Chris has been extremely patient, clear, friendly and helpful. I look forward to working with him to get the best out of my pension 👍🏻

Ryan was great, he made everything easy to understand and was very freindly. Keep up yhe good work!

I would just like to thank Tom and Team for sorting my pension everything was made very clear to me.

Very friendly and professional service, with a focus on getting to know what my priorities were and what would help me rather than generic advice. Ryan has been helping me get organised over the past year; I had no idea where to start, and having access to his expertise has really helped me understand my options better and get serious about my finances. I would (and will) definitely recommend Cheetham Jackson to anyone interested in levelling up their financial planning!

Chris was very professional yet friendly and helped me arrange my Pensions . Happy with the service.

I found Ryan from Cheetham Jackson very knowledgeable and helpful. I would recommend for honest, clear and well informed financial advice.

Very friendly and helpful with all my pension detail. I would recommend to anyone who asked for a pension review.

Chris Harrison was a breath of fresh air with his advice to me, everything was explained in layman's terms and very easy to understand.

I’m new to Cheetham Jackson but they were recommended by my accountant so knew that I would be able to trust them, I met Ryan with regard to my pension and found him to be true, honest and trustworthy. We went through all of my options and left with a confidence I hadn’t gone in with. Thanks Ryan.

In the end didn't use the services due to my circumstances but we have had a friendly discussion. Found Nick very professional and will be in touch should anything change on my end.

Excellent service from the company but especially by my advisor Minish. Highly recommended.

I’m approaching retirement and was worried about what to do with my pensions. I had a meeting with the very helpful Nick Johns and he took the worry away with some brilliant advice.Thanks

I've been with Cheetham Jackson for several years, advising me on many financial issues. They have explained things well and given me the confidence to plan for the future. Nick Johns is a good person to work with, providing a friendly and informative service. Also thanks to Beth Rigby for her previous advice

I would highly recommend Minesh. He actions any requests very promptly and is always on hand to offer good advice and recommend products without the salesman approach. Thanks to Minesh, he has now given me comfort that all my financial planning and insurances are in place.

I have worked with Minesh over the last few months to centralise my pensions with Cheetham Jackson. Like may its difficult to understand your pension status with several pension scattered around different pension providers. Minesh did a review of my pensions to understand if I centralised my pot I would not loose any benefits from moving a pension. With this in mind one pension was left with the original provider. Minesh also helped to set up my current pension with the best provider for my work status.
Minesh is very approachable and is able to answers all my question. If he is not aware of the detail he has the team at Cheetham Jackson to support him and is not afraid to say he will check rather than give me an incorrect answer.

Great service, very professional, will set up your pension plan taking into account relevant variables, track performance risk etc. Ideal

I had an intro session with Jimmy C. so far and he's been really informative and analytical, making sure I fully understand the benefits and ricks of all the concepts we covered. Very positive first impression!

Huge thanks to Minesh who provided a great overview of pensions and tax considerations and was very patient in talking me through calculations and options. Would certainly recommend an initial no-obligation discussion to talk through individual circumstances

Only been with Cheetham Jackson for 15 months, but in the time I have been there I could not fault the service provided by the 2 advisors I have dealt with. Had another review with Nilam Parbat today and the information she gave was first class and made good suggestions to make my rapidly approaching retirement much more comfortable and stress-free. Very highly recommended.

I've been working with Ian for years now to manage my pension. I really appreciate his advice and support. Communication is always spot on and super fast and I'm really pleased with how my pension is being managed. Would highly recommend.

Excellent service throughout, Ian Thompstone is brilliant.

Dealt with William Hartley from Cheetham Jackson
kept up to date with all info and explained everything in layman's terms would Highly recommend William and this Company to family and friends
Martin Holmes

Had my yearly review with Ryan Morrohouse having initially been in contact with him to change of my personal pension plan last year, a process which Ryan helped me through with great knowledge and understanding. Very helpful review process looking at my pension progress over the year and can highly recommend the service and Ryan's helpful and informative advice.

Would highly recommend. Very knowledgeable and give clear help and advice

Cheetham Jackson (in particular David Hartley) was recommended to us by a family friend and i genuinely couldn’t of asked for a better service. As I hadn’t had a pension or ISA account previously David didn’t hesitate to go through the process in a very detailed manner to ensure I fully understood each account and the benefits involved. Although I have dealt with David for the majority of the time I feel I need to include a special mention to William who is always on hand to offer his services with accessing my accounts remotely using the mobile app or the website! I have already done so, and I will continue to recommend their services to family and friends in the future.

I recently had the pleasure of working with Nilum who advised me on my pensions, and I couldn't be more satisfied with the experience. Nilum's expertise and clear communication made it easy to work with her. She took the time to thoroughly explain my options and tailored her advice to fit my specific needs and goals. I highly recommend Nilum to anyone seeking reliable and personalised pension advice.

Nilam is extremely professional, detail oriented and has provided me with advice around pensions and understanding the UK system. It is quite different from Canada and Nilam has guided me through all the new jargon. Thanks so much again Nee!

The moment I walked in I was greeted with a friendly smile from the receptionist who was very helpful and knowledgeable.
My meeting with Gary Hazelwood was very helpful. He put me at ease using terms that didn't baffle me. No hard sale just good advice.
It turned out that at the moment I don't need them to do anything but when the times does come then I won't hesitate to get InTouch with Gary.
I can't recommend the Glossop branch enough friendly staff great advice and no hard sell.
Thank you

Ryan is very helpful and professional, ready and willing to answer all questions and provide guidance.

Ryan provided a very professional and friendly service in dealing with all my questions and concerns I had.

I was guided in the various options that I could consider and this provided clarity on the choices I had, in the process, giving me peace of mind.

Ryan was very friendly and empathetic.

First class service and I can contact Ryan with any questions or concerns I have, either via email or mobile.

Very informative and useful meeting with Chris. Extremely helpful when I needed guidance regarding my pensions. Highly recommend.

I recently had a meeting with Nick at Cheetham Jackson Ltd in Warrington. Nick was incredibly informative and patient while helping me with a tax issue. He made what seemed daunting clear and easy to understand. I highly recommend their services!

Excellent service with clear and sound advice from Andy Umebuani. I had several financial issues (investments, pensions, property, and tax) and I was struggling to make sense of it all and unsure what to do next. After two appointments with Andy I felt very reassured. He was calm, offering guidance and facilitating open and honest discussions throughout our meetings, he spoke in plain English, translating financial jargon for me, and now I have a clear financial path ahead. Thank you so much for the excellent financial advice.

We have been given such excellent financial advice by Adrian Jubb and really value the advice and support he has given to us in a professional but very personal and friendly way. It is so reassuring to know that he is always available if we need any advice and our regular reviews keep us informed about our current financial situation. We only wish that we had found him sooner!

Tom Lanigan from Cheetham Jackson in Bury has merged 2 pensions into one for me. From our first phone call to the present he has put me at ease in dealing with my finances. All my questions are answered quickly and clearly and I'm very happy to highly recommend the service he and his team supply. He puts all his advice across in an excellent manor resulting in a very happy client. Thanks Tom.

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.

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.

Thank you Minesh, for providing me with so much knowledge. I really appreciate your time.
You’re very patience, caring and professional
Thank you
Lisa

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.

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 Ryan

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.

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.

Minesh was fantastic - thorough, patient and knowledgeable. We're so grateful for his help.

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 Ltd

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 service

Paul is very proffessional and accurate in the way he deals with our pension. I have no hesitation in recommending him.

They take a whole life approach in understaning goals and understanding your are aware of tax benefits

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.

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 pensions

Happy to know I'm safe with them

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 family

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!

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.

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 enough

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!

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 else

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.

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.

Very good service

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.

Happy to have Kevin as our financial advisor explains everything but with no rush great guy

Was very impressed with Ryan Moorhouse today, I highly recommend him, he went the extra mile and helped me enormously.

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!

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.

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.

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!

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 all

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!

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.

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.

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!

I would recommend this financial advisor gave me loads of advice about my pensions highly recommended them fantastic service

Whenever I have had a problem with my pension fund Adrian Jubb has always be quick to provide a solution. Great service.

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.

Excellent service = peace of mind

Ben Marsland has always been particulalry helpful.

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.

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.

Minesh explained the detail very well, which made the transfer process very smooth. Thank you Minesh. Definitely recommended.

Yum...

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.

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.

If you want sound advice I would highly recommend John Beveridge's services. Straight to the point and very helpful.

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.

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.

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

I would highly recommend Minesh . Minesh explained everything clearly in a friendly & professional manner. Information delivered on time , very pleased with the service provided.

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.

Top service from tom williams great guy to deal with regarding my pension ;)

Minesh was very helpful & knowledgeable. No question was too big or too small. Noting was too much trouble. Highly recommended

Ben has been very helpful over the last 6 months with moving old pensions and taking out life insurance.

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.

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!

Sound, down to earth advice regarding financial planning and achieving financial goals. Chris has a good sense of humour, was professional and personable.

Great company to deal with, and they seam to have a more personal approach which is nice

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!

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.

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.

Would really recommend Minesh if you need pensions advice. He explained everything in terms I could understand and identified
pitfalls in my existing pension arrangements that i was totally unaware of.

Very profesional service, would recomend highly.

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

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.

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.

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

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.

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.

I have no complaints.

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.

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.

Ben has been brilliant! He’s very friendly and personable and extremely clear on the detail. It’s been a smooth process.

Great professional, friendly service. Thanks again

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

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.

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!

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.

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.

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.

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.

I found the meeting to be informative and was interested in the news about the likely change of platform.

Dealing with Paul bamford is very relaxed and friendly.

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.

Feel very confident in the security of my financial future thanks to Cheetham Jackson and their advisor (a diamond geezer!) Kevin Croker…..🚴‍♀️🌈

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!

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.

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 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.

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.

Had a meeting with Kevin this week , very professional and gave us some great information and pension advice Thank you

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.

Very professional service.

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.

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.

Great talking with Ian about my plans and finances. Friendly and professional

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!

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!

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 .

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.

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.

Absolute pleasure to see you again today Ewan
Great advice and would highly recommend to anyone wanting good sound advice

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.

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!

Just to say thank you to Ian Thompstone for all his much needed help and advice through these difficult times. An excellent service

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.

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.

I can recommend this company and Darren who has been very helpful in sorting my pension options.

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.

A perfect gentleman who gave me sound advise

Darren explains it all in a way that is easy to understand. Highly recommended.

Great service and advice, very helpful and professional

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.

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.

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 services

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

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

Very happy with the service and advice given by Tom Lanigan. My investment is in safe hands and growing nicely.
Thanks very much

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.

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.

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!

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.

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.

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.

Very pleased with the help I received from Andy Umebuani in sorting out my pensions which were numerous and disparate.

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.

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 advice

Darren Nightingale provides regular updates about my pension and I am confident that this firm is doing its best in difficult economic times.

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 .

Adam provides me with some good advice when I was looking to merge my pensions together.

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 landscapes

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

Great service provided by Adam Hussein helping me get my personal pension scheme and life insurance set up. Very helpful and approachable

Great friendly service and a joy to deal with. Adam Hussein is a professional and very helpful advisor. Highly recommend!!

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.

Amazing service from Darren Nightingale
He explained everything to me listened to my requirements and tailor made everything to exactly what I needed

I wouldn’t hesitate to recommend Darren Nightingale

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.