Summary
Contact details:
Mob: 07525 796568
Email: [email protected]
I believe that the financial services profession must strive to regain the trust of all investors. I know that trust can be earned by listening carefully to what clients want, from a commitment to excellence in professional qualification, the sharing of information, and ensuring – through education – that clients fully understand the ‘How? and Why?’ of successful investment.
I believe in providing personal, face-to-face, truly independent financial advice to clients, and I am passionate about the quality of the advice I provide together with the ongoing service that I deliver. Successful financial planning is not merely the sale of an investment product, but the provision of a personal, bespoke, excellent, proactive, long-term advice service to my clients.
And I never forget that it’s your money that’s being invested and your ambitions you want to achieve – it is our purpose to enable you to do so successfully.
Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts
Protection
•Income protection insurance
•Life insurance
•Critical Illness
Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•SIPPs
•Stakeholder
•Lump sum investing
•Estate planning
•Taxation planning
•Wealth management
Mob: 07525 796568
Email: [email protected]
I believe that the financial services profession must strive to regain the trust of all investors. I know that trust can be earned by listening carefully to what clients want, from a commitment to excellence in professional qualification, the sharing of information, and ensuring – through education – that clients fully understand the ‘How? and Why?’ of successful investment.
I believe in providing personal, face-to-face, truly independent financial advice to clients, and I am passionate about the quality of the advice I provide together with the ongoing service that I deliver. Successful financial planning is not merely the sale of an investment product, but the provision of a personal, bespoke, excellent, proactive, long-term advice service to my clients.
And I never forget that it’s your money that’s being invested and your ambitions you want to achieve – it is our purpose to enable you to do so successfully.
Expertise
Investments
•Investment trusts
•ISAs
•OEICs
•Offshore investments
•Unit trusts
Protection
•Income protection insurance
•Life insurance
•Critical Illness
Pensions
•Annuity purchase
•Auto enrolment
•Pension consolidation
•Pension drawdown
•Pensions & retirement planning
•Pensions review
•Pensions transfer
•SIPPs
•Stakeholder
•Lump sum investing
•Estate planning
•Taxation planning
•Wealth management
Experience
-
Cheetham Jackson Ltd
Independent Financial Advisor
6 - 20 Employees - Current
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.
Education History
-
Diploma in Financial Planning
The Chartered Insurance Institute (CII)
2009 - 2011
Qualifications
• Dip PFS - Personal Finance Society Diploma (PFS)
• R03 - Personal Taxation (CII)
• R02 - Investment Principles (CII)
• R01 - Financial Services, Regulation and Ethics (CII)
• R06 - Financial Planning Practice (CII)
• CF3 - Financial Protection (CII)
• CF4 - Retirement Planning (CII)
• CF2 - Investment and Risk (CII)
Clubs and Associations
The Personal Finance Society
SHOUT Network
SHOUT Network
