Cheetham Jackson Ltd

Independent Financial Adviser  52 Walton Road, Warrington, WA4 6NL
First meeting at adviser's own cost
My personal aim is to help as many personal and corporate clients with their finances as possible, with the aims of either saving money, growing money, saving time or gaining peace of mind.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 30th November 2020
Meet our advisers
Amy Jane Lowe
Independent Financial Adviser

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

About us

We start with an initial chat to understand broadly what you are trying to achieve and gauge whether I may be able to help you. If you choose to engage our services then the next step will be to sit down together for an in-depth fact-finding discussion which allows us to really understand your circumstances and objectives, what’s important to you and what limitations (if any) there might be to achieving your objectives.

We will research your options and produce a considered, tailored report setting out the advice as to the most suitable way forward for you to proceed – your personal financial plan.



Fees
Initial Fees
2% up to £300,000
1% over £300,000

Ongoing Fees
Either Adviser fee (full service)- 1% p.a. up to £500,000, 0.85%p.a. £500,000-£1,000,000 and 0.70%p.a. over £1,000,000
OR Adviser fee (lifeboat solution- for low value and simple requirements) 0.70%p.a.
Platform fee- 0.23%p.a. up to £1,000,000, 0.10%p.a. over £1,000,000
Fund Manager fee- dependant on your attitude to risk

Please note, from 1st November our fee structure will change to:
Initial Fees
3% up to £150,000
1% over £300,000
Minimum financial planning fee £500, minimum transfer fee £1,000

Our services

I like to build lasting relationships with my clients so that I can monitor the progress of financial plans against the objectives and appropriately modify them when circumstances change or the unexpected happens. This on-going service means that we will be available to my clients for any financial planning queries that crop up in between annual reviews where they want my advice or guidance. In addition, Cheetham Jackson Ltd are there to support me with our proposition and administration which means that we get the most out of our time together, our experts regularly review the market and our proposition to ensure that we keep our clients on the front foot when it comes to their financial plan.

We have a very clear view of what clients need and want from a financial planning company and it is in these views we believe we are very different to our competition.

Where to find us
Head office address: 52 Walton Road, Warrington, WA4 6NL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 30th November 2020

Similar advisers near you

Restricted - whole of market 0.39 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
 
Independent Financial Adviser 0.98 mi
You've worked hard for what you have. Let us help you make the best of it. We'll bring clarity to your thoughts and help answer the tough questions you want answers to.
 
Restricted - whole of market 1.49 mi
We understand that all needs are different and are comfortable helping people navigate through the important areas of their lives.
 
Restricted - whole of market 1.5 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice