The inaugural office of Cheetham Jackson is located within the “Professionals” area of Chorley on St Thomas’s Road. This location was selected based on our desire to see Financial Planners viewed with the same degree of professionalism as the surrounding Solicitors and Accountants. We hope to continue our growth as we look to serve more clients from Chorley and surrounding areas.
After completing a degree in Equine Science at the University of Central Lancashire, Amanda’s career started in the world of estate agency within property sales before going on to a management role. Amanda started to become involved in the financial aspects of buying property, which created a desire to be able to help people navigate, the often confusing, world of financial services, so initially joined Alan Cheetham at Edward Jones. In April 2010 Amanda took the decision to join Cheetham Jackson and to develop into the role of a Financial Planner. Amanda’s innate desire to help others has seen her develop working relationships with other key professionals who exhibit a similar client focus, helping to communicate complex issues in a straightforward and open manner, which her clients value greatly.
Lauren joined Cheetham Jackson in February 2016 as an apprentice working towards her NVQ in Business Administration. Since starting with Cheetham Jackson 4 years ago she has gained a lot of knowledge and understanding of the processes and products within the company and has now progressed to being the Client Fulfilment Lead within Cheetham Jackson’s Chorley Office. Lauren’s main goals as Client Fulfilment Lead is to ensure that she helps build a successful office and ensures that each client’s journey runs as smoothly as possible.
Kelvin’s career spans over 25 years in financial services. Starting in 1992, following in his father’s footsteps, Kelvin became the youngest regulated financial adviser in the UK at the age of 18. He has worked for some of the largest Mutual Insurance Societies and Banks in the UK, and has been an Independent Financial Adviser since passing his Diploma in Regulated Financial Advice in 2012. Kelvin believes his success is down to building a mutual trust and understanding of his client’s needs and aspirations, this has enabled him to develop long standing relationships between him and his clients. In 2017, Kelvin took the decision to join Cheetham Jackson as he felt that their beliefs and values mirrored his own. He lives in Cleveleys, on the Fylde Coast and enjoys spending time with his sons, family, and friends. He has a passion for darts and ten pin bowling and is also an avid Liverpool fan. Kelvin is working his way towards Chartered status and is committed to delivering all round holistic financial advice to every client he meets.
Jonathan’s career in financial services began in 1997 as a cashier for Barclays Bank in Bolton eventually progressing to working within the International Banking Division. Having gained his CeMAP mortgage qualification in 2005 Jonathan worked for Deutsche Bank as a mortgage specialist before joining Lloyds banking group in 2011. Following six years working for Lloyds in varying roles and having achieved his Diploma for Financial Advisers (DipFA®) Jonathan joined Cheetham Jackson in 2017. Jonathan’s driving force is seeing client’s financial plans come to fruition as a result of regular reviews and face to face meetings.
David started his career in financial services in 2008 as a mortgage and protection adviser with the Openwork Network, during his time here he continued with his studies in order to obtain his diploma in regulated financial advice. He then turned his attention to becoming a full financial planner and believes that it his holistic approach to financial advice, along with how he works with his clients explaining each and every step of the financial journey in clear and easy to understand manner is what enables both he and the client to have a long lasting open and transparent relationship from the start and throughout.
It was in 2018 that David took the decision to join the Cheetham Jackson family, having spent the previous five years as a financial planner within the Intrinsic Network specialising in corporate pensions along with helping numerous individual clients start to build and work towards their retirement goals.