Cheetham Jackson offers tailored, comprehensive, independent advice to individuals, families, and owner-managed businesses looking to maintain or grow their wealth and savings. We do this by taking the time required to understand and get to know each client as an individual and then building a relationship of trust and understanding about their needs and objectives for the future.
Once we have gained an insight of your current circumstances and desired future outcomes, we analyse this to create a financial plan that will work for you and achieve your goals. This plan then becomes the cornerstone of our relationship; we review it regularly with you to ensure that it remains relevant and that your investments stay on track with it.
When investing in the most optimal solution for you in order to achieve your plan, we seek to:
- Choose those solutions that best fit according to your appetite for risk
- Maximise your risk-adjusted returns
- Minimise your costs so that more of the money your investments create goes to you
- Embrace diversity for the strength that it offers to your plan
- Rebalance your investments regularly so that your plan stays on track
- Regularly review and discuss your plan and the investment solutions chosen to fulfil it