Tom Williams

Cheetham Jackson IFA
01204 322573

On any journey there may be many modes of transport or a variety of vehicles that can be used to reach the desired destination; successful investing is no different. Once we have worked closely with a client to understand what they are genuinely looking to achieve, what is their point of departure, their destination, and how much time is available for the journey, we will then help them ‘map-out’/define the best route and the most suitable investment vehicles in order to get there as safely and efficiently as possible.

Dear Tom,

We just wanted to say a massive thank you to you for your time, and infinite patience, when going through our Life Insurance options. Patience mainly because we had to keep cancelling appointments with you at the last minute – the joys of always having a full diary, I suppose!

Mainly though, thank you for talking through everything with us, making our options easy to understand and giving us great advice about what would provide us, and more importantly our five children, the best security, should the worst happen any time soon.

None of us like to think about death, especially not Adam, who is actually Peter Pan, but we must all grow up at some point. Thank you for making it as painless as possible.

I would have no hesitation in recommending you to any of our friends or family, whether they need existing policies reviewing, or they’re making their first attempts at adulting themselves.

Thank you again.
Lu & Adam Etchells
All About The Grout