Cheetham Jackson, a UK-based independent financial advisor, is planning to open a new office in Lancashire in the next 12 months.
The new Lancashire office is expected to create 10 new jobs.
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Additionally, Cheetham Jackson is also seeking to enter into joint ventures with law and accountancy firms to provide financial advice to their clients.
As part of the expansion plan, Cheetham has received a £100,000 loan from Lancashire’s Rosebud Finance to grow and expand its business. Rosebud is managed by Enterprise Ventures, on behalf of Lancashire County Developments Ltd (LCDL).
The firm also targets to achieve a national presence with around 100 offices across the UK.
The company, which has over £40 million funds under management, currently offers financial advice and wealth management services for clients.
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By GlobalDataPaul Taberner of Enterprise Ventures said: "Cheetham Jackson is keen to roll out its model in other towns and cities and to take advantage of addition growth opportunities, as the rising costs of compliance has resulted in some of the competition including sole traders and big banks – withdrawing from the market."
