Cheetham Jackson Financial Planners
Financial Advisers (Independent) in Matlock
Dale Road North
Darley Dale
Darley Dale
Matlock
Derbyshire
DE4 2FT
Contact Numbers
Social
Opening hours
Monday to Friday: 8am - 7:30pm
Saturday: 8am - 12:30pm
Sunday: Closed
Key Services
About
- Unbiased financial planning
- Getting the best income from a pension fund
- The fees charged are the lowest in the country.
- Release money from your house to increase income.
- All accounts researched to get the best savings
- Understand why and how to save in the best way.
- Protect your family in the event of illness.
- Provide for your family in the event of a death.
Providing financial solutions to clients, to help them achieve a better return on their money and to recommend how to protect what they have got in respect to family and income protection solutions.
Unbiased comprehensive financial planning
Everyone should use our services to see if they are saving in the right way, saving enough, protecting their family sufficiently in the event of illness or death and getting your money working as hard as possible in line with your views and circumstances.
We have a limited number of people that we can help due to the lack of time within our financial planning business. Once you become a client of Crokers Financial Planning, you will be looked after for all your financial planning queries and needs. We take financial planning in stages as it usually can't be done all at once. It may be that over the course of a year or two the areas that need to be planned in, are met by yourself and ourselves. Then, if required we will review your financial planning aims over the coming years.
We operate a local business practice within the Derbyshire are, though there are clients that may be from further away, that may want to visit our offices to do their financial planning. This is because we are surrounded by some very beautiful countryside and we can have some of our meetings outside...weather permitting!
It makes a lot of sense to see what is available to you, and as there are currently vacancies for clients within the practice, we would like to help anyone that needs it.
Trading Since
August 1999
Find Us
DE4 2FT, at the Post Office House on Dale Road North, which is the A6. Situated 3miles north of Matlock and 4 Miles south of Bakwell.
Reviews
Comprehensive financial planning
The investment advice was clear and taxation was understandable. I did have investment bonds from advice I received at a building society in 2011. Kevin dealt with the investments and re-invested into ISA's and a General Investment Account. Also, the use of a Direct Institutional Investment rather than using fund managers reduces the annual costs quite a lot.
Christine Croker - 08/04/2016 | report this review
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Products and Services
We offer these services
- Wheelchair access
- Free Parking
- website
- Customer Loyalty Schemes
- Free Quotes
- Customer Toilets
We offer these payment methods
- Cheque
- Bank Transfer
- Direct Debit
Testimonials
Kevin has provided a financial planning service since 2008, and offers good value, comprehensive investments and tax planning advice. I have introduced a number of my friends to his service. He is also very patient and clearly explains the reasons to plan with his recommendations.
Christine from Two Dales, Matlock
Testimonials are added by the business owner and are not independently verified.
