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
In order to register for the platform, or if you have any problems accessing your
account, please contact us by email via firstname.lastname@example.org, 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:
Please note, the illustration tool will be unavailable due to essential maintenance from 5:00pm on Friday 22nd March to 7:00am on Monday 25th March. We apologise for any inconvenience this may cause.