Pete Matthew
Pete became a part of Jacksons in 2005 as a self-employed adviser, but was invited to join the company as a co-owner in 2007.
Sharon Bray
Our Practice manager Sharon joined Jacksons in September 2021 to help the directors take the firm to the next level.
Mike Caffry
Mike joined Jacksons in 1988 and retired from active client work in 2011. Since then he has served as chairman of the board.
Pete Snaden
We call Pete the Data Ninja because he is a wizz at computers, has a keen eye for detail and likes to get things done in a complete way!
Jacob Winstanley-Punch
Jacob is a great vocal communicator; he is thoughtful in his approach and helps other team members along the way.
Steve Hocking
Steve looks after the income side of things here at Jacksons; which, with a 50-year-old company, is no mean feat!
Toby Collins
TC is kind and considerate, and as a technical wizz, he gladly helps the team whenever they need him.
Amy Murray
Amy is a brilliant communicator and cares deeply for her team, leading the CRMs with kindness and strength.
Zoe Burlton
Zoe is a great listener who works hard to give our clients the absolute best experience and has extraordinary attention to detail.
Tegen Montgomerie Lynch
Tegen gravitated toward Jacksons following a move home from London, bringing tons of experience in the mortgage space.
Hayley Capps
Hayley is highly organised, and exceptional at communicating and running her day with commitment and focus.
Carrie Snaden
Carrie is focused and determined, has an incredible outlook on life and always seeks to be the best she can be.
Elliot Coomber
Having started his journey as a paraplanner, Elliot is a conscientious planner with a gift of making clients feel at ease.
Paul Woolgar
From early years on the theatre stage to becoming a barrister, Paul has built a catalogue of exceptional skills.
Mark Grubert
Mark found his way to us after a career within financial services. Now, he works closely with clients on their own journeys.
Paul Jackson
Paul was born and brought up around Sennen, and has been with Jacksons since 2012, meaning he has exceptional local knowledge.
Demi-Leigh Gilks
Joining Jacksons in 2017 as a Paraplanner, Demi has worked across the roles, collecting experience and respect from everyone here.
Colleen Reynolds
Colleen is a deep thinker with a talent for communicating, and guides clients through their journeys with patience and kindness.
Tom Wigan
With his wealth of knowledge and experience, Tom has built the paraplanning team into a powerhouse that is integral to the Jacksons’ process.
Rhea Hart
Brilliant at communicating and connecting with clients, Rhea is incredibly focused and has a keen eye for detail.
Zoe Stratton-Knowles
Zoe is a fantastic communicator, with a talent for making complicated financial jargon easy to understand for clients.
Claire Windram
Claire has a unique ability to be able to connect with everyone, regardless of who they are, which makes her a brilliant asset to the planning team.
Dan Page
As well as being an incredible writer, Dan brings a sense of calm to what is a very intense job, staying focused and steady throughout.
Kate Matthew
Kate is shaping how we present ourselves to the world, and is determined to make the industry aware of the brilliant work done at Jacksons.
Ellie Edwards
Ellie is a calm and dedicated member of the CRM team, who loves to learn and support others.
Ellis Cox
Focused and motivated, with a great sense of humour, Ellis brings a real balance to the team.
It feels like Chas and his team look after me as if I was a member of their own family, a rare thing in these modern corporate times. Having Jacksons look after my future was probably one of my best decisions in life.
When my husband died suddenly 21 months ago, Pete's support and help has been incredible, and I certainly could not have managed without him and his great team.
Chas has looked after my financial interests now for over a decade and during that time I found it to be a very thorough, thoughtful and reassuring process.
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).
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.
If you’re interested in finding out more and would like to speak to a member of our team, get in touch.