Ian has over 20 years of experience in Financial Services.
Following a successful career as a Professional Footballer he moved into financial services with Britannic Assurance and qualified as a Financial Adviser. His career progressed via a number of high street banks before he became a partner in an Independent Financial Advice firm.
Most recently Ian has been involved in a compliance role for another high street bank. He feels this experience has further improved his knowledge and will assist in helping more clients.
However his real passion is sitting down, face to face, with clients and helping them achieve their financial goals.
Simon has more than 25 years’ experience with large Corporates such as Alstom and Bombardier. Degree qualified in engineering at Bristol University, Simon has operated as Project Director, demonstrating a broad commercial and business awareness in project execution. Using this together with his customer facing skills, Simon decided to transition into the Financial Services Industry in late 2010 joining Cheetham Jackson Ltd, indeed it was his experience as a client of Stuart Jackson, that added to his desire to join the business to help others. Simon achieved his Diploma in Regulated Financial Planning in August 2011. Since then he has contributed to the business in many ways and now works in the Clitheroe Office as Office Lead. He is also the Pension Transfer Specialist (PTS) for Cheetham Jackson, providing specialist advice on Defined Benefit Pension Schemes.
Simon has spent over 31 years in financial services, including 28 years as a financial adviser. Within this time, he has seen many changes in financial services both from regulation and public awareness. He still believes that by placing client’s central and providing good quality advice throughout their lifetimes, builds lasting relationships.
Simon is married to Lynda and has one grown up son. He has a passion for cinema and boxing.
With previous experience within an independent asset finance company, Rebecca joined Cheetham Jackson in May 2019 after recognising that the company ethos and values mirror those of her own.
Rebecca has been able to employ her existing skills and experience to allow her to transition into the role at Cheetham Jackson within Client Fulfillment.
Rebecca is passionate about providing a first-class client experience in order to build and strengthen client relationships, allowing for the provision of the best financial outcomes for their financial needs.
She is excited to gain experience in the financial advice sector allowing her to grow alongside the business and is looking forward to furthering her career within Cheetham Jackson.