# Cheetham Jackson Ltd

Cheetham Jackson is an independent financial planning firm based in Clitheroe, Lancashire, with a network of eight offices across the North of England. The business specialises in delivering evidence-based, intelligent investment strategies through truly independent financial advice.

The firm serves individuals and business owners seeking personalised financial guidance, particularly those approaching or in retirement, entrepreneurs managing complex financial situations, and clients seeking tax-efficient strategies. Their client-centric approach emphasises that it's the client's money and ambitions that drive every decision.

What distinguishes Cheetham Jackson is their commitment to independence—a cornerstone of their proposition. Rather than pushing proprietary products, they provide tailored solutions designed specifically for each client's circumstances. Their service model combines face-to-face, personal advice with proactive, long-term relationship management. They believe successful financial planning requires understanding individual aspirations and creating meaningful partnerships to achieve them.

The firm demonstrates expertise across diverse financial needs, from retirement and life planning to tax optimisation and mortgages. For business owners, they offer specialist advice on employee benefits and succession planning. Their multi-office presence across Lancashire, Greater Manchester, Yorkshire and Cheshire allows them to serve clients regionally whilst maintaining local accessibility.

Cheetham Jackson's ethos centres on delivering excellence through effective processes and high-quality ongoing service. They actively invest in their team through apprenticeships and career development, reflecting their belief that quality advice requires quality people.