Roger acts as Finance Director for Jacksons and also as head of our corporate advice team. He joined the firm in 2006.
Managing Director Pete Matthew joined the firm in 2005 and became a director in 2007. He specialises in trusts and estate planning.
Chas joined Jacksons in 2010 after a long and distinguished career with Lloyds TSB. He became a director in January 2014.
Paul joined the firm in 2012 after a 25-year career with HSBC Bank. He works closely with Roger Weeks.
Mark joined Jacksons in August 2018 after a stint working for financial services providers. His first love is advising clients though, and he now works very closely with Pete Matthew.
Demi represents the next generation of Jacksons advisers, and we’re delighted to have her with us. She is qualified and authorised and is learning fast.
Steve joined the team in September 2014 having previously been a part of national adviser firm 2Plan. He’s a Penzance boy and knows pretty much everyone.