Why Our Clients Choose Us

There are many reasons why our clients choose us and even more why they then stay with us. The things we hear often is that our clients like us for our:

  • Personal service
  • Trusted relationships
  • Fulfilling their plans
  • Staying in touch
  • Independent advice
  • Making the complex simple

But why take our word for it when you can hear from our clients?

What our Clients say Excellent5.0 Based on 180 reviews from review us onSharon N. ★★★★★ After my initial pension meeting with Andy Reel he helped me feel more confident about my retirement plan. I feel more in control and I have gained a better understanding of my options.It is reassuring knowing Andy will be supporting me to get the very best from my pension savings and life insurance options.Adele S. ★★★★★ I would like to recommend Tom Williams from Cheetham Jackson.His advise re pensions and savings was so helpful. In a language we could understand. He didn't mind us asking questions and always explained things in full.Can't recommend him highly enough.Lauren H. ★★★★★ I have recently been in touch with Minesh to arrange Income Protection. Minesh was extremely professional and guided me through all of my options to ensure I had the right insurance for my lifestyle. Thank youJane M. ★★★★★ I would highly recommend Minesh . Minesh explained everything clearly in a friendly & professional manner. Information delivered on time , very pleased with the service provided.Scott G. ★★★★★ Big thanks to Russell for his expert advice!!! Would highly recommend!Jackie A. ★★★★★ Tom Williams from Cheetham Jackson has been managing my finances for over 8 years and provides an excellent service. I have recommended him to several friends & we are all extremely pleased with the service we have received.paul L. ★★★★★ Top service from tom williams great guy to deal with regarding my pension ;)Chris M. ★★★★★ Minesh was very helpful & knowledgeable. No question was too big or too small. Noting was too much trouble. Highly recommendedJonathan K. ★★★★★ Sound, down to earth advice regarding financial planning and achieving financial goals. Chris has a good sense of humour, was professional and personable.mark P. ★★★★★ Great company to deal with, and they seam to have a more personal approach which is niceJenni C. ★★★★★ I would absolutely recommend Ryan to anyone looking for financial planning advice. Ryan patiently talked me through all the options available in a clear and easy to understand way. I felt really confident in my decisions. Thank you!Gary S. ★★★★★ I would really like to that all the staff here. They knew I was not very knowledgeable in my financial matters and really helped me to get my pension setup. They also helped me to withdraw some of my tax free cash.The thing that really impressed me was they always answered the phone when I rang and always rang me back when they had arranged to do so. I really can’t fault them at allmayuko M. ★★★★★ Ryan has been extremely helpful, efficient and always very patient with me. He went the extra mile to continue to offer his excellent customer service to deal with my numerous questions and requests, even after he helped me to set up a new insurance policy.Stephen G. ★★★★★ I had a specific goal in mind, but neither the knowledge nor the experience to achieve it. Ryan Moorhouse guided me through the possibilities in a clear, unhurried, friendly manner and now I am on the best path to achieve that goal.I would be happy to recommend Ryan to anyone looking for Financial Planning advice.Roy M. ★★★★★ Would really recommend Minesh if you need pensions advice. He explained everything in terms I could understand and identifiedpitfalls in my existing pension arrangements that i was totally unaware of.Fluffy H. ★★★★★ Very profesional service, would recomend highly.adele F. ★★★★★ Tom is a refreshing change in this complex field, he is patient, explains everything I need to know and makes me feel secure in his expertise managing my future .. Highly recommendedSamuel W. ★★★★★ Recently started working with Cheetham Jackson and I highly recommend them. Ryan Moorhouse has been really helpful and informative, he's a credit to the company.Maureen P. ★★★★★ Thank you Paul for your excellent advice, we are always put at ease when we enter your office and find that you explain things in a clear concise way. Always very friendly and professional.Sharon ★★★★★ Ryan Moorhouse from Cheetham Jackson Warrington is an extremely professional, friendly and proficient young man who I would recommend highly. He has provided me with expert pension advice and my portfolio is now in a much better fund thanks to his rigorous analysis and comparison reports.chris I. ★★★★☆ Very helpful discussion with Nick Johns. Allowed us to confidently move forward.Patrick W. ★★★★★ David Arme has always been very helpful and friendly about my situation and does his best to help This is a new review for 2023 just to say all the years David has looked after my pension he has always done his best to look after my interests thank you again David and Cheetham and JacksonSuperKc58 ★★★★★ Tom Williams working on my behalf as financial advisers as again given me honest and very helpful advice , would recommend his advice to anyone wishing helpful advice.Chris P. ★★★★★ A great and helpful team. A dream of retirement has now been fulfilled. Helpful beyond all expectations. Every step of the way, Dave and his team have been side by side with us. Clear and straightforward advice. A big thank you.Clare B. ★★★★★ I have been invested with Cheetham Jackson for a few years now. I get 6 monthly updates on my pension and how things are progressing. My advisor (Andrew) is very friendly and down to earth, and always explains anything that I don’t understand. I am confident that together we will create a pension that I can live off in retirement.tim W. ★★★★☆ I have no complaints.STEPHEN W. ★★★★★ Jonathan C. ★★★★★ The advice I received from Nick regarding a complicated financial decision has been extremely valuable and impartial. In the end his advice was to invest in a different product to what he could offer which goes to show that he had our best interests at heart. I wouldn't hesitate to return in future when financial advice and help is needed.Natasha B. ★★★★★ Paul at the Chesterfield branch is always exceedingly helpful. He explains things in detail so that I fully understand what’s happening with my pension. Both he, and his colleagues I’ve dealt with, are consistently friendly, approachable and professional - I would highly recommend him and the company.Tracy C. ★★★★★ We have been working with Kevin Croker for a few years. His knowledge of the markets and ability yo match them with my personal requirements is first rate. He is very professional, and above all very easy to talk to. I would recommend Kevin very highly.Andrew U. ★★★★★ We chose Nick on previous Google reviews and being local to us. Pensions have always seemed so complex but Nick has made the whole process so simple and easy to understand. Nick has spent a good 3 hours with us initially and put our minds at rest over how our retirement will pan out. Definately recommend Nick to anyone looking for simple and sound adviceDenise W. ★★★★★ I met with Nick Johns recently following a recommendation and was extremely impressed with his approach. I found Nick to be professional, approachable and very knowledgeable and I would not hesitate to recommend him to others looking for independent financial advice.Sue T. ★★★★★ My husband and I have recently been helped and advised by Nick John's regarding our financial situation. He gave us the benefit of his knowledge and experience and dealt with us in a calm and respectful manner. He took the time to fully explain things in detail to us and in a manner we could easily understand. He is professional and friendly and we would not hesitate to recommend him to others. Thank you Nick you have helped us to make difficult decisions seem easierWil B. ★★★★★ Karen S. ★★★★★ I would highly recommend Cheetham Jackson, thank you to Andrew Reel who has provided an exceptional, professional and friendly service which was tailored to my personal circumstances I’m confident Andrew and his team will continue to deliver an excellent service as my professional relationship grows with Cheetham Jackson.Emma B. ★★★★★ Contacted Nick Johns for advice. He was extremely knowledgeable and helpful. Made excellent recomendations. Would not hesitate to recomend or contact again if required. Many thanksJ G. ★★★★★ Pension Advisor - Andy Reel is our Financial Advisor and helping with our current plan to retire. Very experienced in this field and explained the options we have thoroughly. Feeling very confident with Andy looking after us.Gareth S. ★★★★★ David and the team have been brilliant in dealing with our company and showing us a clear pathway with easy to understand advice. Regular reviews as promised keep us on track.Chris M. ★★★★★ Great professional, friendly service. Thanks againChris G. ★★★★★ Superb advice from David Hartley and his team.simon P. ★★★★★ I would highly recommend using Minesh Shah as a financial adviser. He has provided me with great service and solid advice and provides timely assistance at all times. A true professionalSarah B. ★★★★★ I have just had a very friendly and helpful chat with my adviser Tom Lanegan. He has also sent me some follow-up information from what we were discussing about my finances; and he has said that he will give me a ring again in a couple of months to check in.Kirsty F. ★★★★★ I was referred to Andrew Reel by a friend last year as I was long overdue a pension overhaul. From the outset Andrew has been absolutely brilliant; he speaks in a way about all things pension in a way even I can understand completely. Andrew and the team are also very friendly, efficient, attentive and helpful. The annual review promised (which I've just had with Andrew) is extremely useful and reassuring. Highly recommended!Graham C. ★★★★★ Would definitely recommend Dave Eames and this company to everyone, they are always just an email away and always respond promptly. Very friendly and helpful. Thank You!John C. ★★★★★ Paul Bamford has been my advisor for the last 4 years. Paul is very amiable, professional, helpful and thorough, nothing is too much trouble. Covers all aspects of my Plan at our reviews. It is reassuring to know that Paul is only a phone call away if I need any advice. A great asset to Cheetham Jackson. Highly recommended.Many thanks to you Paul.Lee E. ★★★★★ I would have no hesitation in recommending Nick Johns of Cheetham Jackson to anyone of my family, friends, or business contacts. His approach is always extremely professional with an excellent in-depth knowledge within the pensions advice sector. He has a friendly non pushy approach and will offer you strong sound advice, for you to decide the best way forward with your pension/pensions. If you need help or advice, then get in touch with Nick.Paul F. ★★★★★ We are so happy with Cheetham Jackson and especially our financial advisor Kevin Croker. He makes us feel that we are valued clients, nothing is too much trouble and he is always there for us.Ian M. ★★★★★ Very professional, clear advice and guidanceMaurice M. ★★★★★ Andrew Reel is very professional with a kind personality. He made my transfer easy. Would recommend him to anyoneChris C. ★★★★★ My wife and I have been advised by Nick for almost twenty years and throughly recommend him. He's very knowledgeable, knows the industry from back to front, and gives sound advice at all times. On top of that, he's a very friendly and personable chap, and you can tell he's not just ticking boxes and going through the motions - he really cares about what he's doing and the people he's advising and helping.Greg S. ★★★★★ Nick Johns is helping me sort out my pension and I can't recommend him highly enough. He's taken care to speak plainly and honestly, helping me understand some complex subjects, and has always been friendly and approachable. More than happy to recommend him!Mike B. ★★★★★ If you ever need an honest conversation on your future planning, I strongly recommend Cheerham Jackson and especially Ewan.Thanksmartyn D. ★★★★★ Just had 1 year review (pension planning) with Paul Bamford - very thorough, clear and concise. Felt that questions were fully answered and overall very knowledagble - highly recommend Cheetham Jackson.David M. ★★★★☆ I found the meeting to be informative and was interested in the news about the likely change of platform.Julia G. ★★★★★ I felt Andrew really listened and understood my investment needs, answering questions, demystifying financial blah blah, and putting forward workable options. He took the fear out of financial investment planning! Thank you Andy :-)Jo B. ★★★★★ Barbara S. ★★★★★ Having been recommended to Cheetham Jackson by a colleague to review my financial affairs, they have not disappointed. In these unprecedented times, I am confident that Andrew Reel, our financial advisor and the team at Cheetham Jackson provide honest advice and will manage my finances in line with retirement aspirations when that time comes. Andrew is extremely knowledgeable and the one-to-one consultations are invaluable. I would not hesitate in recommending CJ.David J. ★★★★★ Dealing with Paul bamford is very relaxed and friendly.MARIA. T. ★★★★★ Paul Has continued to give us good advice over the last 5 years and we are extremely satisfied with our investment Great Man Great Job.peter S. ★★★★★ Feel very confident in the security of my financial future thanks to Cheetham Jackson and their advisor (a diamond geezer!) Kevin Croker…..🚴‍♀️🌈Wendy S. ★★★★★ Scott has been advising me for a couple or so years now and I am very pleased with his advice. He is friendly, ready to answer any questions and is always available to talk to.Jim L. ★★★★★ We have been a client of Cheetham Jackson for a number of years now and our engagements with Kevin Crocker have been excellent and have provided us with confidence in our returns on our investements.Henry ★★★★★ I contacted Kevin Croker from Cheetham Jackson who was recommended to me by someone locally. I find that having a face to face meeting with Kevin to discuss my pension options is very helpful and a lot better than doing everything 'online' as I have done in the past.Kevin M. ★★★★★ Very pleased with Nicks advise and expertise.Proffessional,polite and clear in his explanations.Feal always his advise is excellant and am confident and satified with all investments i have made through himKaren W. ★★★★★ Ewan is helping us to see the art of the possible as we race head long into retirement!! Friendly, open conversation and good advice. I would highly recommend.Sean S. ★★★★★ Wh here at Stephens Accountants Ltd have worked with Andy for several years. He always provides a comprehensive service, detailed explanation of pensions and investments for our clients, all of them very satisfied . highly recommendedKirsty D. ★★★★★ Due to a change in circumstances, I wanted to review the life insurance I had in place to make sure it still met my needs. Andrew Reel from Cheetham Jackson's Wakefield office was fantastic. He took the time to review my existing cover and really understand my personal circumstances and what was important to me, and then he found the right level of cover that has given me peace of mind. I would highly recommend him - very honest, thorough and professional. I'll be returning to sort my pension next!Gary M. ★★★★★ An absolutely excellent level of service received by Andrew Reel. After months of deliberation over whether to invest private funds, Andrew answered all my questions and allayed all my fears on the subject. He simplified the entire process, gave me sound advice and made solid recommendations to make me confident enough to move forwards. Highly recommended.Pamela H. ★★★★★ Andrew Reel visited us last week to review our investments. He listens well tans has our best interests at heart. Everything made clear for usThank YouRobert M. ★★★★★ Just started with Nick very positive and informative start, looking forward to working with him in the coming years.Sue W. ★★★★★ Ewan is always cheerful, polite and positive. He has consistently given us calm and thoughtful advice based on his thorough knowledge. He has explained everything clearly and given us confidence to make sound decisions .We would happily recommend him to anyone.Michelle H. ★★★★★ Andrew Reel (Wakefield office) offers an excellent service. Andy has taken the time to understand our recent change in lifestyle and our aspirations. He is very straightforward to work with; honest, reliable, credible and always very responsive. I would absolutly recommended Andy to anyone who is seeking advice and support on financial matters :-)Keith C. ★★★★★ Nick came highly recommended by a mutual friend Nick didn'tdisappoint with his professionalism and easy manner whenexplaining the set up of our investment advice.Luke M. ★★★★★ Really appreciate the professional and expert advise from Ewan. Nothing is too much trouble and he really sets you at ease with his personable approach. Wouldn't hesitate to recommend him to any of my family and friends.M S ★★★★★ Kevin Croker has been my IFA for 7 years and he is an absolute legend on all counts. The level of service he and the team at Cheetham & Jackson has provided has been exemplary, as have the performance of my investments. I can't recommend Kevin and the team at C&J highly enough.Tracy T. ★★★★★ Had a meeting with Kevin this week , very professional and gave us some great information and pension advice Thank youSteve B. ★★★★★ Once again Ian goes that extra mile to help with all issues, a total professional with sound and good advice, would not hesitate to recommend him.Luke O. ★★★★★ Very professional service.Richard W. ★★★★★ 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.Stevan W. ★★★★★ 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.Andy R. ★★★★★ Great talking with Ian about my plans and finances. Friendly and professionalPat M. ★★★★★ Very happy with the pension advice I have been receiving from Tom Lanigan for 5 years now . He is professional , friendly and approachable and I feel my pension is in good hands and continues to grow each year .Bev H. ★★★★★ Ewan is brilliant! His knowledge is outstanding regarding the financial world. He offers safe and sound advice and is always professional and personable. I would have no hesitation in recommending him.Stephen D. ★★★★★ I have been looked after by Tom Lanigan for a number of years now. He has been superb with me. Always supportive, always looking after my financial interest, always approachable. I feel my financial future is secure and can now focus on my retirement whilst Tom looks after my pensions. Highly recommended.The Hot Tub P. ★★★★★ Absolute pleasure to see you again today EwanGreat advice and would highly recommend to anyone wanting good sound adviceTaj R. ★★★★★ I contacted Cheetham Jackson to get some advice regarding my pension and they arranged a meeting within days to fit around my schedule. Andrew Reel was the advisor who is professional, knowledgeable and responsive. Andy understood my needs and requirements then guided me through all the necessary steps and explained everything along the way. The whole process was straight forward and easy to understand. Andy is very responsive and always replies to phone calls and emails straight away. I would recommend to anyone needing pension advice.Robert P. ★★★★★ Excellent service all round. Scott is very professional and could not make the process and the advice any more straight forward. Explained in simple terms and my step to step plan to retirement was set up in next to no time. I would highly recommend to all family and friendsBeth H ★★★★★ Easy, hassle free way to start a pension.Andy is very professional and provided me with some very helpful advice. Going in blind to all this I now have a very good understandingLisa S. ★★★★★ We can't speak more highly of this firm. Andrew has been fabulous sorting out and advising us both on various financial matters. Really quick on responding, clear on what happens next, great value products and to say we were in a pandemic was a really calming influence on what we were making decisions on. Don't hesitate to approach this company, you won't regret it.Karen H. ★★★★★ Helen is an excellent advisor, she ensured that my pension funds haven't been adversely affected by the global crisis and I have a lot of confidence in her. The Cheetham Jackson approach is sound.Tina B. ★★★★★ Ewan Will was very helpful and made it easier for us to understand, he sorted out our life insurance as well as our pensions, very pleasant, professional man.marinescu G. ★★★★★ Just to say a big thank you to Andrew Reel for very good advices and support with my private pension and investments. Much appreciated and highly recommended.Andy F. ★★★★★ Ian at Cheetham Jackson has been extremely helpful in managing pensions and insurance for my wife and myself, including tracking down and consolidating a number of pensions from former workplaces. Ian is friendly and knowledgeable, and always happy to go the extra mile to offer advice and answer questions. Highly recommended!Mark U. ★★★★★ Just to say thank you to Ian Thompstone for all his much needed help and advice through these difficult times. An excellent serviceJames D. ★★★★★ Just setup my pension investment with Cheetham Jackson.Ewan was great, gave me good information and sound advise, all of which was new to me.I would highly recommend Ewan to others and look forward to working with Cheetham Jackson for many years to come. Many thanks.Tony B. ★★★★★ I can't thank Tom enough for his financial guidance and emotional support of these past 5 years, he's been great in getting our investments organised and growing and getting my pension sorted with Cheetham Jacksons platforms.On a personal note this Big Man supported me to sort out my lifestyle, and deserves all the success in the world, A Big Thank You.Karen S. ★★★★★ Great service and advice, very helpful and professionallaura B. ★★★★★ We have just recently used Cheetham Jackson and a lovely gentleman called Ewan came out to see us at our house regarding our pension and life insurance.He was extremely efficient and very understanding towards our needs.I would highly recommend using Cheetham Jackson.Newbie74 ★★★★★ Brilliant service from Ewan in every aspect of handling my pension provisions. Very thorough & detailed review which collated all my previous pensions into one plan making things simple and easy to understand. I cannot recommend Ewan highly enough.Dave S. ★★★★★ Was recommended Cheetham Jackson by a work colleague, as I wished to review my pension and savings options, now being near retirement age.Ewan Will, one of Cheetham Jackson's IFAs contacted me via email and from there, correspondence and face to face visits have been exemplary.Initial discussions helped Ewan to identify the best portfolio for me, with the company having access to tens of thousands of investment avenues and opportunities and based on our discussions and risk assessments, a completely satisfactory investment scheme was identified. A subsequent visit finalised how my investments will grow, what I would receive when I do retire and with it being a flexible choice, I was extremely happy to proceed with Ewan's recommendations.Ewan is very friendly, approachable, a very good listener, especially to the likes of me who doesn't really understand the markets and investments but with his layman's approach to explaining everything, am very happy indeed to have been presented with all possible choices and pension options that I now have available to me for when the time comes. I was worried that we were running out of time but Ewan was patient and listened to every question I raised, or even, the repeated questions that I raised and answered them fully. There was no concern as to available time, as my time, was Ewan's. Enjoyed every second.Looking forward to our ongoing financial journey, as this was very important to me and I now know that all will be ok.Many thanks to Ewan and I highly recommend him.Escape “Escape Hair & Beauty Ltd.” Hairdressing & beauty L. ★★★★★ Highly recommend Adam, extremely professional, friendly and knowledgeable. I feel I I was given the best advise and customer care setting up my pension. I’m very happy and will use Adam at Cheetham Jackson again in the future. RubyAndrew S. ★★★★★ Kim and I are very happy with the way Tom Lanigan has advised us and managed our accounts and investments.Tom did an excellent job in managIng to retreive my Middle east investments back into the UK, and also making a return on our invesments.Thank you TomMark B. ★★★★★ Very happy with the service and advice given by Tom Lanigan. My investment is in safe hands and growing nicely.Thanks very muchChris H. ★★★★★ My wife and I have been delighted at the advice from Tom, and the returns. In a time of considerable uncertainty, we feel very reassured.graham G. ★★★★★ I have been delighted with Tom Lanigan approach and dedication to getting things done. I am now very happy with the strategy and feel confident that my money is in safe hands. Well done Tom & the team.Steph A. ★★★★★ Adam has helped me make a start with sorting the relevant policies that I needed, and has been really helpful in making it an easy and straight forward process. I will definitely be back for more advice!john S. ★★★★★ I had a full financial review with Adam and he has been very helpful and professional at all times. He organised 3 life insurance policies and a pension transfer and I am very happy with the products I now have. I would not hesitate to recommend Adam to anyone who needs financial advice.Doug P. ★★★★★ I trusted Cheetham Jackson to merge my pensions and also advise on investments and I wasn't disappointed with the results . Thanks Adam for your professional approach, advice and information. I would be happy to recommend Cheetham Jackson and Adam Hussein to anyone .steve D. ★★★★☆ Adam provides me with some good advice when I was looking to merge my pensions together.Jolene M. ★★★★★ The advisor I had was Adam and he couldn’t of done more for me, helping me to find best deals on life insurance and setting up an isa he’s really helpfully and polite and professional and would def recommend himCarolyn C. ★★★★★ Great service provided by Adam Hussein helping me get my personal pension scheme and life insurance set up. Very helpful and approachableMete D. ★★★★★ Great friendly service and a joy to deal with. Adam Hussein is a professional and very helpful advisor. Highly recommend!!Anthony I. ★★★★★ 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.js_loader