Cheetham Jackson Ltd

Independent Financial Adviser  Holbrook House, Darley dale, Derbyshire, DE4 2FT
First meeting at adviser's own cost
Guaranteed to provide you with the best value, local, and independent financial advice. We invest direct and reduce costs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Paul Bamford Mr
independent financial adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Kevin Croker
IFA

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

What our clients say
For the past 15 years Kevin has provided me with clear guidance on my retirement planning, tax efficient saving and firm coaching of financial planning, spending what needs to be spent and saving the rest. He is like the Martin Lewis of Derbyshire.
Judith Middleton, Marehay, Derbyshire
From pre retirement to present day, Kevin has been ready and able to help with my taxation queries on PAYE, dealt with quite complicated existing investments and offered very good value advice, which has undoubtedly saved me money and made my money work harder for me in line with my views.
Mr John Batterham, Bakewell, Derbyshire
Well explained financial planning from basic savings accounts through to the complex use of Trusts for Inheritance Tax Planning. Always available within reason to discuss the financial world of everyday life.
Mrs Olga Christine Constable, Derbyshire
About us

We provide a lower cost investment process as we invest directly into companies. This saves in fund manager costs.

We guarantee to give you the best advice.

We are qualified to a very high level and have the experience to know what is the best course of action based for your views and circumstances.

We deal with all financial planning needs, like protecting the family in the event of death or illness with financial back up plans, and advising on the best investments.

We look after your financial plans on a six monthly basis to ensure you remain on track to achieve your financial aims.

Please contact us to have a no obligation review, at our expense. You will be pleased you made the contact and we are confident that we have a unique approach to investments.

Our services

We provide holistic financial planning in an understandable way, investing time with the person to fully understand their views and aims over the short, medium and long term. Regular reviews can take place if required, to ensure your circumstances and your views are still in line with what you want to achieve with your financial planning aims. We use a unique investment approach in the use of direct investments, which reduces the costs of investing to 0.6% as opposed to 1.9% with the average fund management company.

Where to find us
Head office address: Holbrook House, Dale Road North, Darley Dale, Derbyshire, Matlock, DE4 2FT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 25th May 2020

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