More than just numbers
Adviser, Paul Woolgar, shares his philosophy on financial advice and why complexity in planning is overrated.
Articles
From company news and opinion to our take on essential industry updates – read the latest from our team.
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.
It's time to meet Tom...
Meet our awesome new team member. We're pretty pleased with our new hire. Read more about Tom and how he's getting on after his first month at Jacksons.
The Client Journey: Step 1 of 3
The first in our three-step series on our client journey process - essentially what you'll experience when choosing to work with us.
Amy is back in the Jacksons hub!
We're delighted to have Amy return to the Jacksons hub following her maternity leave.
Unit Three Update - April 2024
Learn more about how things are developing with the build out of our new office space at Unit Three, Mounts Bay Lodge.
Tax Year End Party
We had an absolute blast celebrating TYE in Penryn. Read more about our trip to Verdant Brewery & Taproom and Raze-the-Roof softplay, laser tag and VR experience.
Always thinking beyond the boundaries
Some stuff you may not know about our CEO, Pete Matthew
Fact-finding
Next up in our guide series is fact-finding! It’s kinda what it says on the tin; we want to know all about you.
Cornish Beauty
The Jacksons team share some of their favourite photos from getting out and about, exploring Cornwall
Our Core Values: 4 – Empowerment
The fourth and final entry in our series focussing on our core values here at Jacksons.