We’re in the business of making our clients happy

This is not done by selling products; that makes no-one happy. Instead, we build lasting relationships over time, and help our clients organise their finances to achieve their life goals.

The proof of the pudding is in the eating, so to speak. So here are some comments from satisfied clients:

Client Comments

Tony & Rosemary Gosling

“Just wanted to say thank you from us both for sorting out our pensions. 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.

As you know we were recommended to consult you and we now will have no hesitation in also highly recommending your company.”

SC. Collier, St Ives

“I have been a client of Jacksons for about 20 years; during this time they have advised and assisted with the purchase of Pension Plans and Life Assurances. The advice I have received has always been reliable and impartial. I have recently retired due to ill-health which entailed consolidating various pension plans and obtaining an annuity.

Roger Weeks worked hard on my behalf and I ended up with an ill health annuity which vastly exceeded my expectations.”

Mike Wells, Mullion

“I was recommended to Peter Matthew of Jacksons by a solicitor friend of mine to sort out a pension fund for me. On his first visit he clearly laid out how he worked and the possibilities that were open to me. I subsequently received a most comprehensive written report that laid out my individual circumstances and a summary of our discussion.

On subsequent visits we nailed down the way ahead for income drawdown and he convincingly drove this through with the various financial offices involved. Our recent six-monthly review was well considered under the current trying circumstances.

Peter has an excellent manner and patience with his clients and is very mindful that he is dealing with other peoples’ money and lives, most especially in the current market difficulties. I commend his and his company’s professionalism”