Why Our Clients Choose Us

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

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.

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

Andy has been great as usual at may annual review - highly recommend

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!

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.

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.

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.

“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!”

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

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.

Having looked after our financial planning for 30+ years now, David’s advice and stewardship has seen our finances grow well beyond our expectations, to provide a very comfortable and worry free retirement.
With a talent to not only make solid and careful investments, David and his team are both friendly and professional, taking time to simplify the process and answer any and all questions, leaving you assured and confident that your finances are in very safe hands.
We can highly recommend David and his team at Cheetham Jackson.

Asked Cheetham Jackson(Ossett) to review my pensions with a view to retire in 2027. William was extremely helpful in explaining my options, I did not feel pressured at any point. The process was completed within a few weeks. The team kept me informed through out. Efficient, knowledgable and friendly. Highly recommend.

Visited Stockton Heath yesterday and had a great chat with Chris Harrison on the subject of helping my son organise finances to get him on the property market as a first time buyer. Received good advice that my son has agreed to follow. It is going to take a while to sort, but really pleased I went and had the chat. Would recommend the service.

Andy has been a great help with our pensions and has prepared an excellent plan for our future retirement. Would highly recommend

I have been using David Hartley of Cheetham Jackson for financial and pension advise for a number of years now and have always been most satisfied with the service and advice I've received

Just had my annual review.Everything explained clearly.Very helpful and reassuring.

Liam helped my partner ensure he had the right pension and gave invaluable advice to ensure we could look forward to retiring. Liam is extremely knowlegeable, friendly and helpful and a credit to your firm

Liam at Cheetham Jackson has been incredible and I have learned a lot from this company.

Having known Steve for sometime , and having read through all the information he provided we are happy to take his advice and move to Cheetham Jackson .

Highly recommend Andy and the team from Cheetham Jackson. Really thorough with detailed information and explanations. Great regular contact with the office when we needed any support. Feels like a good partnership.

I received exceptional pension advice from Andy, who provided clear insights on planning, investment options, and long-term strategies, ensuring a secure retirement. Highly recommended. Thank you so much Andy at Cheetham Jackson. Highly recommended.

Mr. G. Beaver has been exemplary in providing me with solutions to my inquiries since being my financial advisor.

Given that my line of work often isn't flexible with time, he has still been able to accommodate his services towards me and has always been very satisfactory.

Would highly recommend Cheetham Jackson. Andy Reel has been helping me with my pension and investments for a number of years and very satisfied with the service received

Will’s financial consultancy service was clear, reassuring, and tailored to my situation.
Will took time to explain my options and answered all my questions.
I left the call feeling informed, confident, and ready to take the next steps with him.

William has been extremely helpful and accommodating from the start. Everything was explained clearly and William has been very reassuring.

Ryan Moorhouse is my advisor and helped move my pension over from another provider a year ago. He was extremely helpful from the start, taking the time to understand my goals and clearly explaining all my options. I highly recommend his services to anyone looking for reliable, professional financial advice.

I arranged a meeting to discuss my options with my inheritance. Curtis was professional, knowledgeable and nothing was too much trouble. I feel happy and content with his advice and would definitely recommend this company and particularly Curtis.

Andy Reel has been great with my investment planning and we are creating a solid financial plan etc

I had my first annual review with Will yesterday. Delighted to say that I am very pleased with the results. I was hesitant to start with but after meeting David & Will and taking onboard their wisdom and proposals I have not looked back. They are very knowledgeable, approachable and friendly nothing is too much of a bother to them. I would highly recommend them to family, friends & colleagues for the valuable service that they offer.

Williiam provided unbiased, invaluable advice and projection with my NHS pension. I found him extremely professional knowledgeable and friendly. William was able to simplify my options in an understandable way, allowing me to make a more informed decision when the time comes! I will be recommending him to colleagues. An all round, top bloke who went above and beyond to help me make the best choices to support my retirement. Thank you William for you time and trouble to travel 60 miles!

I met with William today at my home and found him to be very helpful, professional and friendly throughout the meeting. I feel he has provided sound and impartial advice which will help me and my husband with our financial planning for the future. Thank you William

Having been let down by one company, was referred to Cheetham Jackson. Their professionalism on the advice and speed at which they got things sorted, and how I was updated all along the process, would recommend them to anyone.

Tom Williams helped us to sort out our finance situation. He went above and beyond to give us the right advice for us. Couldn’t fault his professionalism and his expertise. Would highly recommended his service

Would definitely recommend Andy Reel to family or friends for financial advice. He explains stuff in such an uncomplicated manner and gave us a lot peace of mind for our future.

Thanks so much Andy!

In this world of uncertainty in the financial climate, my partner and I need clear and concise advice on our financial matters. We looked at numerous, local, financial advisers and discovered Cheetham Jackson. We felt extremely welcome and put us at ease upon arrival. We were introduced to our financial advisor Tom Williams. He explained everything to us in terms we could easily understand and didn’t make us feel uncomfortable. His care and attention gave us great confidence and was already on the same page as us, looking after our hard earned money, giving us personal security and peace of mind we had made the right choice. We could not recommend Tom Williams and Cheetham Jackson enough to our friends, family and anyone who reads this.

If you’re looking for financial advice, I would not hesitate to recommend Cheetham Jackson.
Andy has helped us build a financial plan through experienced and friendly advice.Tailoring it to our needs including pooling our pensions and ensuring they are on track for our financial goals.

Thank you so very much for taking us through our options today Will in such a thoughtful and easy to understand way. Your support and guidance was greatly appreciated.
Thank you again.
Dawn & Graham

When I was setting up my mortgage I was a bit overwhelmed with all the insurance options and critical illness cover which had not been on my radar before my mortgage advisor offered them to me. William offered his time and ensured that he new my circumstances to make sure I was choosing the right options. He made it seem so simple and personalised. Would recommend! Thank you!

Andrew Reel has been providing financial advice to me and my wife for a number of years. His communication is 1st class and he is very knowledgeable. He goes above and beyond to ensure that we are comfortable and satisfied with our financial planning decisions, answering a myriad of questions and exploring various scenarios and investment options.

I would highly recommend Andy and I know that our retirement planning is in safe hands.

Contacted Tom Lanigan with a query and as usual prompt response and query sorted.
Have been served by Tom for years, he always has my best interests to the fore.
A nice guy as well

Had occasion to contact Tom Lanigan with a query and as usual immediate response and all fixed. It’s reassuring to have the experience of Tom looking after my interest and a nice guy as well

Tom Williams makes understanding our finances in a very clear and simple way and we have been clients for 7 years. We are completely confident in his advice and forward planning and are reassured by his experience, expertise and explanation.

My wife and I were introduced to Andrew Reel via our accountant’s who recommended Cheetham Jackson, when we met Andrew he explained all of the options for the investments we were considering and clearly explained all the options available to us, when we decided the best route for us his knowledge and help sorting everything out were very much appreciated by both of us, so I have no hesitation in recommending Andy and Cheetham Jackson based on my experience.

Tom lanigan was great with his advice and cooperation with what was needed and was always there with answers to my questions (roger smith)

Tom Williams has been our financial advisor for many years and he has always given us great and honest advice. He explains everything in great detail and in a way we can understand. We cannot recommend him enough, 5 stars every time.
Gordon and Debbie.

Dealt with Tom Lanigan from start to finish, he offered great insights and presented everything clearly, I cannot recommend him and Cheetham Jackson enough.

Tom Lanigan has looked after my finances from whilst working and the 8 years since my retirement .I hold him in high esteem , always helpful and very affable . He’s made me understand the complexities of state and private pensions and SIPPS and combined all of them into one manageable entity split between 2 major pension companies. Highly recommended hence 5 stars from me !

Tom Williams, has been my financial advisor for several years now, and I personally can't recommend him highly enough, he enabled me to take early retirement at 60 and be financially secure, when I thought I'd be working til 67. Awesome service 👍

Tom lanigan was very helpful and the knowledge and advice was excellent

I have found my meetings with William really helpful. He has always been open and honest during my meetings and explained everything in a way that’s easy to understand. He kept me fully updated at every stage and we have scheduled a follow up meeting when I’m in a position to make a decision. Highly recommended!

Always had perfect advice great service help and answer any questions we have 👍

William has been great, very knowledgable, approachable and explains things well. Fantastic meeting with lots to think about and options to consider. Thank you

I have found Will to be extremely knowledgable, friendly and approachable. Our meetings to review my NHS pension have been really useful in helping me understand more, and to see some projections of different options for retirement. Would highly recommend to others.

Very professional and slick experience working with Liam. Explained everything clearly and gave solid advice. Would highly recommend.

Tom was able to provide us with important information about our pension plans. He is very knowledgeable and easy to deal with.

Will agreed to come to our office to hold a series of sessions with our staff to educate on personal finance matters. The feedback from the team was excellent, with actionable steps to improve overall financial health. Will is 100% focussed on helping clients get the best possible outcome for their needs. I recommend him to friends and associates wherever possible.

to Nick John's and all staff at cheetham thank you so much for your help today professional friendly really helped me out well done thank you so much Andrew Leigh Warrington,,,

Andy has looked after my investments for 4 years and we meet every year to discuss progress. I have invested for my grandson's benefit and i feel extremely happy the service and performance of my funds - would highly recommend Andy's services for investment planning

Andy came to my house and advised me on my pension and mortgage advise. He was very professional and very easy to talk to. explained things very well. would highly recommend him.

I recently received some excellent financial advice from Liam Roberts at Cheetham Jackson. He guided me on how to manage my taxes effectively and get everything in order. Thank you, Liam, for your valuable support and advice.

Regards
Angad

Highly recommend Liam. He has helped to streamline my many pensions and get them performing better.

Liam has been fantastic with us over the past few months. He's been incredibly helpful and patient with us and we feel very comfortable with him and Cheetham Jackson

If you need a financial advisor, I would highly recommend Cheetham Jackson inparticular - Andy Reel. There Ossett Branch is easy to find and has a convenient car park nearby.

I have met with Andy on a few occasions - the service he has provided so far has been fantastic. He explained the whole process, everything is transparent and clear. He is professional, extremely helpful and makes you feel at ease. We were working to a tight deadline and nothing was too much trouble - we are relieved to have found Andy and will continue to use the services offered by Cheetham Jackson.

William is very professional and knowledgeable he gave us a better understanding of our financial circumstances offering us a great overview of the future. I’d like to thank him for the advice he gave us and would not hesitate to recommend him to people.

I’ve been really impressed with the service from Andy. He has been clear, open, and honest throughout the entire process, taking the time to explain everything in a way that’s easy to understand. He kept me fully updated at every stage and made sure I understood all aspects of my decision. His professional and supportive approach has given me complete confidence in the choices I’ve made. Highly recommended!

Andrew has supported me with my Pension for a couple of years now. Very grateful of the help and advice

Andy made everything to do with my pension perfectly clear and answered any questions I had. It's reassuring to know my later financial life is being so well looked after.

Andy Reel is my adviser and has helped me consolidate my pension funds into one arrangement to make my funds work more effectively and I have a clear plan to achieve the income I need in retirement - would highly recommend Andy and Cheetham Jackson

Great help and service from my advisor Paul Bamford would not Hesitate to Reccomend been with them 7yrs highly satisfied with the service

Andy has looked after my investments for a number of years. I always have regular reviews to keep in me informed with progress on my investment.
I would highly recommend Cheetham Jackson

Will answered all my questions clearly and gave advice which will be a great help when planning for my future.

William at Cheetham Jackson has been a great support helping me navigate the best pension options for my situation. He has a flexible and understanding approach and makes the sometimes complicated easy to understand. Thank you!

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.

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 😊

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.

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'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.

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.

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

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

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.

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.

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.

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.

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.

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.

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'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.

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

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.

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

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.

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

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.

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

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.

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

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

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!

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!

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.

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.

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.

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

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

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.

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.