Cheetham Jackson Ltd
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Suite G3 Business Advisory Service Ltd, Unit 15, Olympic Court, Whitehills Business Park, Lancashire, Blackpool, FY4 5GU
We are independent financial planners offering personal face to face independent advice, tailored to your needs and based on the whole of market.
We offer a full financial review service including retirement planning, lump sum investing, portfolio planning, personal pensions, SIPPs, ISA's, protection all with appropriate tax planning.
We work on a fee based model, any costs are discussed before they are incurred and the first consultation is without charge.
By offering clients a high level of service and working with them to achieve their financial goals, our experience shows our reputation will continue to develop and grow. Consequently our clients recommend us to colleagues, friends and family members. Furthermore, since our fee remuneration is correlated with our client’s investment portfolios, we share in the success of our clients. Such a symbiotic relationship ensures we remain focused on helping our clients achieve their financial planning goals.
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