Our Approach

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

We enjoy seeing clients

Whilst we embrace technology for meeting with clients where this works best for them, we strongly believe in building face-to-face relationships with our clients and their families and situate ourselves in local communities to make this possible.

These close relationships enable us truly to understand how we are best able to support our clients with their financial plans. It also helps the ongoing conversation with clients as we regularly monitor and review the success of the plans created in achieving their needs.

As part of the CJ Community, you have access to a team of support

As a client, you become part of our CJ Community and gain access to an in-house team to support you. We work collaboratively with your existing accountant and/or solicitor where appropriate or else we can recommend some suitable options for you if you need further advice in their areas of expertise. Collectively we create your collaborative team of:

With two direct points of contact assigned to you from the very start of our relationship, you can be sure that your plan is in the right hands at each stage of the process and that our relationship with you is in trusted hands for as long as you need us. Being part of the wider CJ Community also means that you have access to our collective resources, expertise and time as and when you may need it.