Having previously worked for Lloyds Banking Group, Sarah joined Cheetham Jackson in 2016. Attracted by the company’s client focused approach and family orientated culture, she jumped at the opportunity to join a company which held the same beliefs and values of her own. Sarah is now looking forward to furthering her career within Cheetham Jackson and has been the Client Fulfilment Lead in the Bolton office since August 2019.
Adam has over 5 years experience working in the financial services industry. having previously worked in retail banking , for both a major bank and building society on the high street. Adam has completed his Certificate in Mortgage Advice and Practice (CeMAP) along with level 4 Diploma in Financial Advice (DipFA) with the London Institute of Banking and Finance.
Adam enjoys road cycling in his spare time and completing events for charitable causes, having previously run the London Marathon and completed the Ride London cycling event. Enjoying time with his family and young son are important to Adam – something he aspires to achieve for his clients
Since being appointed as a Financial Adviser at Cheetham Jackson in April 2018, his main focus is on helping people to understand and take control of their finances. Helping to set and achieve their lifestyle and financial goals.
Tom after receiving his 2:1 degree at Manchester Metropolitan University in Business & Hospitality Management started his career working for Marriott International on the graduate scheme in US and London. Tom then saw an opportunity to work in the financial services industry and since then has had 12 years’ experience working with retail and corporate clients with 3 major banks and networks. Tom joined Cheetham Jackson in July 2015 to further his career and focus his time servicing clients giving holistic advice as well as giving back to his local community.