Cheetham Jackson Ltd is a prominent financial planning company in the UK. It is dedicated to the belief that everyone has the right to quality financial planning advice, ensuring their money works as diligently for them as they work for it. The firm operates without bias towards any specific product, provider, or solution. As a privately owned entity, they make long-term decisions prioritising staying true to their values and putting clients first. As an independent financial planning business, Cheetham Jackson Ltd is driven by a dedicated commitment to delivering excellent financial planning services. Their core proposition is rooted in the belief that all clients deserve access to the highest level of service, facilitated through effective processes designed to yield the best possible outcomes. The firm provides clients with personal, face-to-face, and genuinely independent financial advice. Their approach involves offering a unique, tailored, proactive, and long-term advice service, fostering meaningful and beneficial relationships with clients to help them achieve their financial aims.
UNIQUE FACTS:
• Professional , Friendly and Approachable.
• Great Communication & Advice.
• Straight Forward Process.
Best Financial Services in Bury
Expert recommended Top 3 Financial Services in Bury, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
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CHEETHAM JACKSON LTD REVIEWS
I would like to recommend Tom Williams from Cheetham Jackson. His advise re pensions and savings was so helpful. In a language we could understand. He didn't mind us asking questions and always explained things in full. Can't recommend him highly enough.
Tom Williams from Cheetham Jackson has been managing my finances for over 8 years and provides an excellent service. I have recommended him to several friends & we are all extremely pleased with the service we have received.
Been dealing with Tom Williams for many years. He is always polite, professional and provides me with good sensible advice on my investments. I have no hesitation in recommending him.
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Moscrops Financial Planning is a dedicated independent financial planning advisory firm committed to providing clients with a high-quality, professional financial planning service. Partners Peter Bolton and Declan Simpson prioritize core values, emphasizing integrity, professionalism, openness, and ethical conduct in all their endeavours. The firm consistently delivers a clearly defined service, a transparent fee structure, and an effective service model. Moscrops Financial Planning follows a meticulously designed financial planning process, ensuring clients are well-informed about each stage of its five steps. The firm recognises the significant value that professional financial advice can add to individuals and businesses and provides helpful information on various protection products. Their commitment to excellence is evident in the comprehensive ongoing review service offered to create tangible value for clients. They extend their services to Bury, Lancashire & Greater Manchester.
UNIQUE FACTS:
• Open, Honest And Transparent.
• Help You Plan Your Financial Future.
• Personalised Service.
• Provide Appropriate Advice.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MOSCROPS FINANCIAL PLANNING REVIEWS
Just to let you know that all your financial advice and good work on our behalf has meant that the change from work to retirement has gone smoothly. Thank you very much. Based on the superb level of service we received, we would have no hesitation in recommending “MFP” to anyone seeking Financial Planning Advice.
From our first dealings with Moscrops, we feel we have been very well advised and looked after. Through the use of three advisors, all excellent, we have always been treated as valued clients and we would recommend Moscrops FP to anyone.
Moscrops has been very helpful with all our financial affairs. Everything is explained to us in a language that we can understand.
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Holcombe Financial Services is a professional & accessible firm that provides financial advice for individuals, families, and businesses. Directed by Jeremy Bostock and David Bostock, with Jeremy founding Holcombe Financial Services, the team is committed to surpassing the expectations of their clients. Jeremy, a Chartered Financial Planner with over 20 years of financial services experience, leads the group, drawing on their extensive industry knowledge within and outside high street banks. This expertise equips them to handle various financial situations, and they have the flexibility to tailor their services to meet each client's unique requirements. Maintaining the highest standards and integrity is a point of pride for Holcombe Financial Services. Their dedicated team of local financial advisers collaborates regularly with professional connections and consultants, especially for specialized work. The firm aims to enhance clients' quality of life by meticulously planning personal and business financial arrangements. Their comprehensive Financial Planning services extend across Lancashire, Cheshire, and Greater Manchester. Holcombe Financial Services' team of local financial advisers is dedicated to working alongside professionals for specialized tasks. Clients are encouraged to explore information about the team and feel free to reach out for anything from a friendly chat to specific financial assistance. The firm is committed to being a valuable resource for all clients.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Independent Chartered Financial Planners.
• Bespoke Financial Planning.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
HOLCOMBE FINANCIAL SERVICES REVIEWS
We recently instructed Lisa Hartley at Holcombe Financial Services to help us through the complicated process of a lifetime Mortgage so we could release equity in our property to enjoy our retirement without a costly monthly repayment. Lisa could not have been more helpful thought the whole transaction, she was always available for help and advice when we needed it was very professional and knowledgeable and we would not hesitate in recommending her for her attitude and ethos of nothing is too much trouble. Thanks again Lisa.
Myself and my husband came to Holcombe financial services for our mortgage. The advisor Lisa was excellent and very knowledgable in all financial areas. The process was smooth and speedy and overall I felt we received a very professional and personable service. I would not hesitate to recommend this company and all staff to family and friends. Thank you for all your help and support it was greatly appreciated.
I used Holcombe Financial Services to set up my life insurance. They advised & made me understand more about which policy would be better to take out for my needs as I wasn’t very knowledgeable about this. A very professional service, I wouldn’t hesitate to use them again.
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