We are an independent financial planning business with a drive and dedication to deliver excellent financial planning to our clients. At the heart of our proposition is our belief that clients deserve an excellent, high level of service.
We help people take control of their financial planning, by working with our clients, to empower them with information, education and understanding, and then applying it to help them achieve their unique financial planning goals.
At Cheetham Jackson we know that we can add a significant amount of value to all of our clients, but this can only be achieved through a careful commitment to identifying, designing, implementing and proactively managing a financial plan to which our clients (and we) have wholeheartedly committed ourselves.
Although service is paramount, we must also ‘add value’ to maximise our client’s investment strategy. In general, higher investment returns are often achieved by financial advisors (and clients) by taking higher risks. We do not follow this policy; instead, we identify the level of return required and create and implement a bespoke portfolio designed to moderate risk and have the potential to achieve the desired rate of return over time.
Cheetham Jackson Ltd, 7 Chorley New Road, Bolton, Greater Manchester, BL1 4AP
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