In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Tom talk openly about company culture and core values in financial planning, and why we see them as the foundation of everything we do rather than nice words on a wall.
We explain how our four values, Simplicity, Perspective, Empowerment and Care, came about, and how our long-standing clients, our Cornwall roots and Meaningful Money have shaped who we are as a UK financial planning firm. We also share how those values show up in practice, from our four-day working week and flexible working to more client-centred processes and evolving roles across the team. Whether you work in financial advice or are thinking about a career in the profession, this is an honest look at how one firm is working to change the industry.
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