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 24 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 18 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 & Maggie, 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.
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.
Jamie has over eight years’ experience in Financial Services including banking and insurance following graduation from Manchester Metropolitan University with a degree in Business Studies and Economics.
Jamie has an active social life and enjoys painting, swimming and walking. Since being appointed as a Financial Adviser at Cheetham Jackson in July 2018, their main focus is understanding what is important to their clients and keeping things simple.
Toni has over 10 years of retail banking experience and 2 years of ISA transfer agency experience. Her previous roles have included customer service adviser, banking adviser and senior complaints handler. She has a strong background in customer service, both face to face and over the telephone, in addition her strong background in complaints handling ensures the right decision is always made for all involved.
Toni is passionate about driving others to achieve their best and ensuring the client journey is outstanding from start to finish. Since being appointed as client fulfilment at Cheetham Jackson in January 2020 her main focus is on ensuring the best support for the clients and team members in the Wakefield office.
Outside of work, Toni has two children who are both keen rugby players, and weekends are often spent on a muddy touchline.
Jon has over 20 years’ experience working in financial services, assisting clients with all areas of financial planning. In those twenty years Jon has completed his Level 4 Diploma, Financial Planning Certificate and Certificate in Mortgage Advice and Practice.
Since being appointed as a Financial Planner at Cheetham Jackson his main focus has been providing quality advice to clients based on trust and understanding their needs
Away from work Jon’s spare time is spent mostly enjoying time with family & friends. A large part of that is coaching his son’s U15’s football team as well as undertaking the role of club treasurer. His 18 year old daughter is at dance college, best rest assured Jon is kept well away from the dance floor at all times!