Financial Advice

Your Tax Shop Financial Advisers was created to give all of our clients the option of having all financial needs catered for under one roof. We can do your accounts and tax returns, and we can also offer your financial services. These include…

  • Investment advice
  • Auto-enrolment
  • Pension advice
  • Inheritance Tax planning
  • Personal protection advice
  • Mortgage advice
  • Business protection advice

Our Tailored Service

On contacting us here at Your Tax Shop, you’ll benefit from our comprehensive four stage financial advice as follows:

Initial Meeting

Before we undertake any work on your behalf, we get to know you. This allows us to gain an understanding of who you are, why and how you need our services. It also gives you the chance to get to know us.

During this initial conversation, we’ll discuss you and your financial situation and future goals, both short and long-term. You don’t even need to visit us in person – though if you’d like to come in for a cup of tea and chat, that’s fine!

Our Tailored Service

On contacting us here at Your Tax Shop, you’ll benefit from our comprehensive four stage financial advice as follows:

Initial Meeting

Before we undertake any work on your behalf, we get to know you. This allows us to gain an understanding of who you are, why and how you need our services. It also gives you the chance to get to know us.

During this initial conversation, we’ll discuss you and your financial situation and future goals, both short and long-term. You don’t even need to visit us in person – though if you’d like to come in for a cup of tea and chat, that’s fine!

Our Proposal
Acceptance of Our Services
Continuing Support
Our Proposal
Acceptance of Our Services
Continuing Support
After our meeting, we start working on your behalf. With experience providing tailored financial advice and comprehensive knowledge of current financial regulations and legalities, we complete a financial proposal – one that’s tailored to your needs.
Once a business relationship has been agreed, we will forward you copies of what we intend to do on your behalf and how we intend to do it. Everything discussed at the initial meeting and proposal will be documented, as well as your future commitments.
Our service doesn’t stop there. We will continue to support you throughout the duration of our relationship with 6 monthly reviews. We also encourage you to get in touch if there’s anything that you are unsure of.
Gary

Gary Hazelwood – DipIP

Independant Financial Adviser

Gary’s career in financial services started with Barclays, where he progressed to Bank Manager. In 2009 Gary decided a new challenge was in order, which was when he qualified as a Financial Adviser. Gary has extensive experience in helping clients with a wide range of financial planning needs including investments, protections and pensions. Gary is passionate about providing excellent advice and taking the time to understand what is important to clients. Like us, he is a firm believer in keeping things simple and being able to give you all of the information you need in a straightforward and easy to understand manner.

Fun fact: Gary’s qualifications don’t end in financial services. He is also quite the driving fanatic, with a HGV licence and Motor Cycle licence in hand, there isn’t a vehicle he couldn’t handle!

What the team describe him as: Friendly, professional, and cheerful 

Your Tax Shop Financial Advisers 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.

Get in Touch Today

Invest in us, as we help you invest for your future. 

Our in house financial adviser Gary is the go-to guy here for all of the above. If you think you might need to have a chat with him contact us:

Email: gary@yourtaxshop.co.uk
Call: 01457 837744