Cheetham Jackson
Cheetham Jackson is an independent financial planning business that provides personal, face-to-face financial advice tailored to individual needs.
- ISA’s
- Pensions
- Mortgages
- Tax Planning
- Life Planning
- Long-Term Care
- Legacy Planning
- Ethical Investing
- Retirement Planning
- Business Protection
- Maximising Allowances
- Protection & Insurance
- Inheritance Tax Planning
- Intergenerational Planning
- Saving for Children and Grandchildren
Locations
Competitors
RockWealth is an award-winning, chartered and certified financial planning firm that focuses on evidence-based investing and fairer fixed fees.
Company Details
Cheetham Jackson is operated by Cheetham Jackson Ltd and is a Active company incorporated on 10 November 2009 with the registered office located in Chorley, Lancashire. Cheetham Jackson Ltd was registered 15 years ago.
Status
Active
Size
Unreported
Directors
3
Age
15 years old
Employees
71
Turnover
Unreported
Total Assets
£3.67M
Cash in Bank
£2.1M
Total Liabilities
-£1.34M
Teams
54
34
30
9
3
2
8
Founder And CEO • Joined Nov 2009
Practice Manager • Joined Mar 2011
Regional Lead • Joined Feb 2020
Central CF Lead • Joined Feb 2018
Proposition Manager • Joined Nov 2021
Practice Manager • Joined Jan 2023
Practice Manager • Joined Sep 2023
Head Of Compliance • Joined Aug 2021
Joint Venture Development Lead • Joined Oct 2024
Support Practice Manager • Joined Sep 2024
Founder And CEO • Joined Nov 2009
Practice Manager • Joined Mar 2011
Regional Lead • Joined Feb 2020
Proposition Manager • Joined Nov 2021
Practice Manager • Joined Jan 2023
Practice Manager • Joined Sep 2023
Head Of Compliance • Joined Aug 2021
Business Process Development Manager • Joined Jan 2025
Data Analyst • Joined May 2024
Review Team Analyst
Support Practice Manager • Joined Sep 2024
Customer Fulfilment Administrator • Joined Jan 2024
CLIENT FULFILMENT • Joined Mar 2018
Financial Adviser • Joined Dec 2021
Financial Adviser • Joined Mar 2017
CLIENT FULFILMENT
CLIENT FULFILMENT • Joined Jul 2024
CLIENT FULFILMENT • Joined Jan 2020
CLIENT FULFILMENT • Joined Mar 2022
Research Analyst • Joined May 2023
Financial Assistant
Independent Financial Advisor • Joined May 2017
Independent Financial Adviser • Joined Mar 2015
IFA • Joined Oct 2013
Financial Advisor • Joined Jul 2011
Independent Financial Adviser • Joined Apr 2015
Independant Financial Adviser • Joined Nov 2012
Independent Financial Advisor • Joined Jun 2018
IFA • Joined Mar 2012
Proposition Manager • Joined Nov 2021
Business Process Development Manager • Joined Jan 2025
Employee Experience And Wellbeing • Joined Jan 2015
Research Analyst • Joined May 2023
Research Apprentice
Central CF Lead • Joined Feb 2018
Joint Venture Development Lead • Joined Oct 2024
Junior Review Adviser • Joined Jan 2025
Independent Financital Adviser • Joined Dec 2017
Recruiting,training And Supporting Exceptional IFA’s • Joined Sep 2021
Central Operations And Client Fulfilment
Brand And Communication • Joined Jan 2022
Facilities, Procurement & Health & Safety Adviser • Joined Apr 2018
View 54 members