Cheetham Jackson Ltd

Independent Financial Adviser  Cheetham Jackson Ltd, Bolton, Greater Manchester, BL1 4QR
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FCA authorised
Last authorised 19th October 2020
I offer an initial consultation, without charge or obligation, to assess how we may be able to successfully work together
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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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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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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Corporate pension
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Employee benefits
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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
Meet our advisers
Adam Hussein
Independent Financial Adviser
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Cheetham Jackson Ltd, 7 Chorley New Road, Bolton, Greater Manchester, BL1 4QR

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