Case Study – Cheetham Jackson

June 18, 2020

I am an Independent Financial Adviser and as a firm, we give financial advice to both individuals and businesses. We are mass market to a large degree in terms of who we help. I was attracted to Leadzoom by the idea that we could be more strategic in targeting the clients who we can help most – these are typically small to medium sized business owners who quite often have a wide range of needs in their financial planning.


It’s a cliché but time is probably my most precious commodity. The great benefit of Leadzoom is that it has allowed me to make contact with a wide variety of people whilst I go about my daily work. I can check in throughout the day and then follow up on people that have shown an interest in my contact and messages. No matter what business in, I’m sure you’ll agree that there’s nothing better than getting someone make contact and say I’m interested in your service. The other key way I am aiming to use Leadzoom is through making contact with other businesses who we collaborate with, which for us is Accountants. The hope is I can secure some future Joint Ventures through this process who would each then provide their own revenue stream in their own right – there are many ways you can use this service. I would definitely recommend giving Leadzoom a go, as it could really help you to grow your business. Stephen and Luke have been really helpful in giving me the guidance on building and launching the campaigns.

Kind Regards,


Adrian Jubb Dip PFS

Financial Planner

Cheetham Jackson Ltd

Independent Financial Planners

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