Meaningful Financial Planning

I went to Jacksons to get an objective view on the state of my finances and to better understand how close I was to being financially independent as I contemplated a career change. I was impressed by how thorough Paul J and the team were and appreciated how thoughtful and clear the updates I received were. I would highly recommend Jacksons and Paul if you are looking for advisors you can trust to help you manage your finances through any life transition

I have used Jacksons for my personal financial advice for over 30 years. I have received nothing but sound professional advice which has enabled me to carefully plan for the future both in terms of investments and pension. I have no hesitation in recommending Jacksons.

Our financial position, as we contemplate early retirement, was thoroughly researched, reviewed and reported. The process was not rushed at all and our advisor, Mark, was really friendly and interested in our situation.

It is so refreshing to work with an organisation and individuals that I truly feel have best interest of clients at heart [and] are keenly interested in helping us understand our options (with the rationale behind it as well).

I am able to understand my current and future financial situation. I was unsure of my financial retirement situation and nervous about scams. Using Jacksons has reduced my fears.

Their communication is excellent, both in person and via their portal and access to both their portal and the Fundment portal is easy, and the information clearly presented and easily understandable. We have every confidence in Jacksons and would not hesitate to recommend their services.

We found Paul and Tracey very friendly and pleasant to work with. Everything was explained to us in a way we understood which helped us to make some important decisions regarding our financial planning. Would definitely recommend Jackson’s.