After a stellar 33-year career in financial services, Jacksons shareholder-director and Chartered Financial Planner Chas Cox finally called it a day at the end of October. #MeaningfulFinancialPlanning #FairWindsAndFollowingSeas
Jacksons: Meaningful Financial Planning
Financial Services
Penzance, Cornwall 575 followers
Meaningful Financial Planning delivered by a team of independent experts with one goal: making your money work for you.
About us
Jacksons is a fast-paced Wealth Management firm that has been looking after clients for nearly 50 years. With Pete Matthew of Meaningful Money and Chas Cox leading the way, the company, whilst local, helps clients from all over the UK with their financial planning. We are a currently a team of 19 looking to strengthen over the coming years to help support our growing client portfolio.
- Website
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https://jacksons.life
External link for Jacksons: Meaningful Financial Planning
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Penzance, Cornwall
- Type
- Privately Held
- Founded
- 1974
Locations
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Primary
Get directions
Wharfside Centre
87a Market Jew Street
Penzance, Cornwall TR18 2LG, GB
Employees at Jacksons: Meaningful Financial Planning
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Pete Matthew
Financial Planner, Podcaster, YouTuber. CEO of Jacksons Wealth Management
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Tom Wigan FPFS
Fellow | Chartered Financial Planner | Paraplanner
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Sheila Timmins
Practice Manager & Adviser Support at Jacksons Wealth Management
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Carrie Snaden
Client Relationship Manager at Jacksons Wealth Management
Updates
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Sharon Bray shares her thoughts on thinking big and challenging yourself to push both yourself and your company forward with meaning. #MeaningfulFinancialPlanning #ThinkBig
BIG thinking…
Jacksons: Meaningful Financial Planning on LinkedIn
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Interested in working at Jacksons? If you have a passion for helping others in a financial setting, we would love to hear from you. Jacksons is a vibe. With our four-day working-week and a new hub down on the harbourfront in Penzance due to open soon, we are building something special here at Jacksons. We are looking to add to our dream team. Role specifics will follow in the new year. For now, please drop Sharon your CV or pick up the phone to have a chat with us. sharon@jacksons.life 01736 360717 #MeaningfulFinancialPlanning #DreamTeam #FourDayWeek #AreYouTeamJacksons?
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It's crunch time down at our new offices. We're on the final stretch and things are moving quickly now. We're hoping to be in for December but it is very much dependant on getting all the puzzle-pieces of finishing-off co-ordinated in a tight back-to-back fashion! #MeaningfulFinancialPlanning #JacksonsNewHome #ExcitedForProjectCompletion
Unit 3 - November 2024 Update
Jacksons: Meaningful Financial Planning on LinkedIn
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Get to know a bit more about Paul Jackson, an adviser and well-loved member of our team here at Jacksons. #MeaningfulFinancialPlanning #BrokeTheMould
Paul Jackson
Jacksons: Meaningful Financial Planning on LinkedIn
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Our CEO here at Jacksons, Pete Matthew, shares his favourite quotes for financial success and some thoughts around that. #MeaningfulFinancialPlanning #FarnamStreetIsAwesome #ConsistencyIsKey
Three great quotes for financial success
Jacksons: Meaningful Financial Planning on LinkedIn
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Our second annual Jacksons beach barbeque was just as fantastic as the first! I'm already looking forward to next years event. #AintNoPartyLikeAJacksonsParty #Porchetta #ChocolateBrownieForTheRoad? #MeaningfulFinancialPlanning
Beach Barbeque 2025
Jacksons: Meaningful Financial Planning on LinkedIn
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Sharon Bray, our practice manager, shares details of her leadership style and how that shapes our culture here at Jacksons. #MeaningfulFinancialPlanning #IfYouBuildItTheyWillCome
Leading with honesty
Jacksons: Meaningful Financial Planning on LinkedIn
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We had a great time having Edwyn with us for his work experience placement. #MeaningfulFinancialPlanning #NextGenerationFinancialPlannerInTheMaking #ThanksForTheChocolateBrowniesEdwyn!
Edwyn's Work Experience
Jacksons: Meaningful Financial Planning on LinkedIn