About Us

Cheetham Jackson is more than just a financial planning company. We are a multiple of all the brilliant people who chose to join us and who continue to fulfil their aspirations with us.

This community of people includes all our team members, our clients, our joint venture partners, our suppliers, and even the communities within which we work.

By combining the skills and experience of everyone within the business in the right way depending on each client’s needs, we are able to give our best selves to fulfilling their needs and objectives through the creation and implementation of effective financial plans.

We have one simple and collective purpose: to save clients. This will require something different for every new client we meet, which is why we take the time to get to know every client and to understand what is most important to them, what may derail their plans based on their circumstances, and what is possible based on their personal situation.

Our Story

Our Vision

Our vision is to build a sustainable UK business that makes a positive difference on the lives of the people with whom we work. This means that we want to build long-lasting and trusted relationships with everyone who is part of our community; only then can we fulfil this vision and become the business that we can continue to be proud of.

We believe that everyone has the right to access quality financial planning advice and deserves to have their money working as hard for them as they do for it. We do this without bias towards any product, provider or solution and, as a privately-owned firm, we are able to make long-term decisions that ensure we stay true to our values and puts our clients first.

At the heart of our business are effective and efficient processes delivered collaboratively through teams of people working hard to ensure that our clients’ needs are fulfilled. We want to make the complex simple in every aspect of our business and continuously seek to find better, simpler, cost-effective solutions. In this way, more of the returns achieved for clients can go towards fulfilling the dreams on which their plans were created.

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