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Welcome to Cheetham Jackson Client Portfolios

Cheetham Jackson Client Portfolios is a secure, online system that can hold all your investments and provide online, up to date valuations and information 24/7. The platform has its own generic tax wrappers (ISAs, pensions et al.) and can hold any approvable asset, from equities to ETFs to bonds to cash. The platform has one low simple charge, strips out all retail costs and provides 'wholesale' investment pricing.

In order to register for the platform, or if you have any problems accessing your account, please contact us by email via, or by telephone on 01257 239990. Office hours are 0900 to 1700 Monday to Friday.

The first phase of the rollout of your new platform has started. If your clients are not in the first phase, please do not attempt to access the new platform and continue to login as usual below.

If you are an adviser with clients moving in the first phase:

  • Login to the new platform
  • Access support for using both systems
  • This platform is now unavailable. If you have any questions, please use the usual contact details to get in touch with us.