About

JACKSONS WEALTH MANAGEMENT

Here at Jacksons Wealth Management we have built up an enviable reputation in West Cornwall over 40 years for providing quality independent financial advice. We are a firm of Chartered Financial Planners, proving that we are committed to the highest standards of professional excellence, ethics, and client care.

Founded in 1974 as an offshoot of Jacksons Insurances

We have many clients who are the third generation of families we have dealt with. We count many of the big name Cornish businesses as clients and in many cases help the business with its corporate affairs as well as the proprietors and directors with their personal finances.

What is financial planning?

Financial planning is the process of helping you articulate your goals for your life and your family, and then constructing a plan to help you to achieve them. To do this we use state-of-the-art software, combined with a deep understanding of the UK personal finance system, to optimise your journey from A to B.

 

Our job is to help you simplify your finances, to allow you to get on with living life to the full.

YOUR EXPERTS

Our advisory staff come from a broad range of business backgrounds while our superb team of administrative staff help keep the wheels of Jacksons turning. They have got to know many of our clients as well as the advisers have, and are an essential part of the Jacksons machine.

ADVISORY STAFF

“Having dithered for so long ourselves, because of being afraid of making the wrong decision it was a pleasure having you advise us of all our options and then setting things up in such a friendly, professional and quick manner.”
Tony & Rosemary Gosling