Jacksons was established almost a century ago and has been a trusted name in Cornwall ever since. We’re proud of where we’ve come from, but for us it’s tomorrow that matters most.
Our committed team helps clients work towards their goals every day. These goals are what guide us, drive us, and motivate us on your behalf. Yes, we’re financial planners, but it’s not money that excites us – it’s what money can do for you.
Meaningful financial planning makes all the difference. It might be the reason you can retire today, or the extra years you can spend travelling. It might be the freedom to realise that long-held ambition, or the safety net you’re so glad you had. We’ve seen the real impact money can have, over just a few years or across multiple generations. And that is why we do what we do.
On your side
We’re an independent firm of Chartered Financial Planners, which means that we’ve committed to the highest standards of professional excellence, ethics, and client care. Put simply, we’ll always act in your best interests – and we’re always here when you need us.
Happy to be different
Our Jacksons “Jemoji” really sums up who we are. This quirky personalised emoji came to life during our rebrand, and we couldn’t help but run with it. From one initial sketch, multiple variations were born – and we embraced them all. This is probably because the Jemoji is fundamentally a reflection of who we are as a team. Fun, people focused, and very happy to be different.
Our team
Meet the people working for you, from experienced financial planners to client relationship experts.
Doing good
Find out what being people-first really means for us, and how this affects our business and relationships.
Careers
With a people-first culture that prioritises individual growth, ours is a work environment that gets the best results for everyone.
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.
I have used Jacksons for my personal financial advice for over 30 years. I have received nothing but sound professional advice which has enabled me to carefully plan for the future both in terms of investments and pension. I have no hesitation in recommending Jacksons.
Our financial position, as we contemplate early retirement, was thoroughly researched, reviewed and reported. The process was not rushed at all and our advisor, Mark, was really friendly and interested in our situation.
I am able to understand my current and future financial situation. I was unsure of my financial retirement situation and nervous about scams. Using Jacksons has reduced my fears.
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 think we can make a difference for you, get in touch to arrange an initial call.