Progression Financial Planning

BREAK TRADITION, BUILD YOUR FUTURE

Our Aim Is Simple

To ensure that it’s you that benefits from the growth of your investments. By looking at the marketplace with this in mind, we can provide options that benefit you rather than the fund managers.

Build Your Future

We’ll work with you to help create your individual plan, one that supports your future aspirations and goals. We’ll bring all of your paperwork together into one place, and we’ll bring it all to life so you can really see what everything is and what it all really means for you.

FEATURES YOU’LL LOVE!

Planning

We'll work with you to create your individual plan, detailing all steps along the way.

Collaboration

Working alongside you, regular catch ups and support, assisting you as soon as you need it - we can help to keep everything on track!

Growth

Ensuring that it's always you, and only you, that benefits from your investments.

Integrated Approach

By knowing any real-time business financial results, we can ensure that any investments are made at the correct time to ensure that they are tax efficient.

Workplace Pensions

Supporting and assisting business owners with auto-enrolment, and getting the correct fund for you.

Onsite

Either at ours or yours, whenever and wherever works best for you!

WHO WE HELP

Individuals

 

We can review everything you have, and create your individual plan.

Businesses

 

Auto-enrolment for workplace pensions for your staff.

Progression Financial Planning offers an integrated approach to financial planning.  Our financial adviser will provide an ethical service, looking at the marketplace and providing options that benefit you rather than the fund managers.

 

We’ll work with you to help create your individual plan, one that supports your future aspirations and goals.  We’ll bring all of your paperwork together into one place, and we’ll bring it all to life so you can really see what everything is and what the results really mean.

 

Progression Financial Planning is a trading style of Cheetham Jackson JV LLP who are an appointed representative of Cheetham Jackson Ltd who are authorised and regulated by the Financial Conduct Authority (FCA). Registered Address: 14-16 St Thomas’s Rd, Chorley PR7 1HR. Registered in England & Wales number 7071622

Progression Financial Planning brings all of your investments, pensions and paperwork together and creates one simple and clear plan