We are a chartered 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.
Alan Cheetham
Experience
Alan Cheetham has over 30 years experience in financial services. He has worked in a variety of roles for various companies including Aegon Scottish Equitable, Mercer Consulting, Granville Private Bank and, most recently, Edward Jones. Alan has served as Vice Chairman of the IAC Exam Committee of the Chartered Securities & Investments Institute for 10 years, and also worked on practitioner committees of the FSA with specific reference to pensions.
Qualifications
Alan qualified as one of the first Chartered Financial Planners in the UK and attended the inaugural awards ceremony at the Guildhall in the City of London. He is also a Fellow of the Personal Finance Society, a Pension Transfer Specialist, and an Associate of the Chartered Insurance Institute.
Stuart Jackson
Experience
Stuart Jackson's career started out within the world of Accountancy, with Abrams Ashton & Co of Chorley. Stuart then went back to University in Salford to gain his Business Studies Degree, before moving back into commercial accounting with Georgia Pacific, a US multinational paper manufacturer. There Stuart gained a breadth of business experience culminating in a move to European Continuous Improvement Manager, before entering the Financial Services Industry with Edward Jones.
Qualifications
Stuart is committed to the achievement of his Chartered status, currently being just one examination shy of Diploma status. In addition Stuart achieved a BA Hons degree in Business Studies from Salford University.
We believe that the financial services profession must strive to regain the trust of all investors. We 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.
We believe in providing personal, face-to-face, truly independent financial advice to clients, and we are passionate about the quality of the advice we provide together with the ongoing service that we 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 our clients.
And we 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.
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