Celebrating Our History – Part One
Pete Matthew talks us through the history of Jacksons, from our roots 100 years ago to the present day. The first of two parts.
Articles
From company news and opinion to our take on essential industry updates – read the latest from our team.
Beach Barbeque 2024
Our second annual beach barbeque was just as awesome as the first!
Unit Three - August 2024 Update
Things are progressing at our new offices
Leading with honesty
Sharon, our practice manager, shares details of her leadership style and how that shapes our culture here at Jacksons.
Edwyn's Work Experience
We've enjoyed a great few days with Edwyn as part of the team during his work experience placement.
Planning through difficult events
We want to share some cases with you so that you can get a sense of what we really do. It is our privilege as financial planners to help people navigate the personal finance system.
Penzance
Penzance has been home to Jacksons for 50 years. Here's our guide to all the best places to visit in our much loved town.
Does the General Election matter for your finances?
Pete Matthew gives us his take on next week's general election and how a change of government might impact clients.
Unit Three - June 2024 Update
Learn more about how things are developing with the build out of our new office space at Unit Three, Mounts Bay Lodge.
More than just numbers
Adviser, Paul Woolgar, shares his philosophy on financial advice and why complexity in planning is overrated.
The life-changing magic of Sharon
Our practice manager, Sharon, shares her backstory with us along with her plans for the future at Jacksons.
The Client Journey: Step 2 of 3
The second in the series to guide you through our client journey. This article will take you through the first meeting with your adviser, onboarding and steps that follow.