After achieving a BA Hons in Law and Business, Scott began a career as an Account Manager within the Education Sector for a blue chip telecoms company, where he went on to receive national recognition for his client management and professional approach. Upon being introduced, Scott decided his approach of client focused working matched perfectly with the philosophy of Cheetham Jackson and achieved the required qualifications to join the team. Scott is focused on continued learning and development of his own expertise to ensure he provides the best possible value and service to all those he works with.
Andy has over 22 years of experience working in Financial Services and has been a qualified Financial Adviser since 2002. He has built up exceptional knowledge allowing him to advise Cheetham Jackson clients on a wide range of solutions to meet their needs.
Andy has gained the RQF Level 4 Diploma for Financial Planning ensuring he has a core technical understanding across a broad range of key advice areas. He has provided advice over the last 16 years to clients of Halifax and Nationwide Building Society helping clients plan to achieve their goals and aspirations.
Outside of work, Andy and his partner Danielle, love walking their 2 dogs, Dudley & Gracie, and are they are all often seen in their teardrop camping pod in the Yorkshire Dales on weekends.
Andy is passionate about giving excellent service to his clients and building long lasting, trusted relationships. Since being appointed as an Independent Financial Adviser at Cheetham Jackson in February 2018, his main focus is to provide truly Independent Advice to private individuals and business owners, with an aim of finding out what is important to the client, identify priorities and then develop a bespoke tailored plan to help his client achieve their goals. Solutions include – Investments, Regular Savings, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection.
Hina Ahmed has over 5 years experience of working in the legal sector as a Paralegal and aTrainee Solicitor. She has completed her LLB Honours and LPC diploma and also has her Masters in Law. Her previous experience includes various areas of law, but she has also worked in other areas such as retail, administration and care which has been a means of her developing vital transferable skills.
Since being appointed as a Client Fulfilment Guardian at Cheetham Jackson in May 2018, her main focus is on working along side her team to offer support as and when it is required and providing clients with good customer service and assisting her team in making the clients experience with Cheetham Jackson which is one that the client values.
Helen Phillips – Wakefield
Helen has over 15 years experience working in various positions within financial services. Roles include banking adviser to mortgage adviser in branches and call centres in Derby and Leeds. Recently passing her Diploma in Financial Advice in 2017. Having achieved a BA Hons 2-1 degree in Hotel and Catering Management from Huddersfield University, she has always worked in a people centred environment, striving to provide a people centred service.
Helen had the opportunity to join the Cheetham Jackson family in May 2018 as a Financial Adviser. Her strong people ethos was strongly aligned with Cheetham Jackson’s philosophy, so made sense to come and join the family. Helen lives in Wakefield with her partner and son and enjoys walking her many dogs.