Articles

Does the General Election matter for your finances?

Pete Matthew gives us his take on next week's general election and how a change of government might impact clients.

Unit Three - June 2024 Update

Learn more about how things are developing with the build out of our new office space at Unit Three, Mounts Bay Lodge.

More than just numbers

Adviser, Paul Woolgar, shares his philosophy on financial advice and why complexity in planning is overrated.

The life-changing magic of Sharon

Our practice manager, Sharon, shares her backstory with us along with her plans for the future at Jacksons.

The Client Journey: Step 2 of 3

The second in the series to guide you through our client journey. This article will take you through the first meeting with your adviser, onboarding and steps that follow.

It's time to meet Tom...

Meet our awesome new team member. We're pretty pleased with our new hire. Read more about Tom and how he's getting on after his first month at Jacksons.

The Client Journey: Step 1 of 3

The first in our three-step series on our client journey process - essentially what you'll experience when choosing to work with us.

Amy is back in the Jacksons hub!

We're delighted to have Amy return to the Jacksons hub following her maternity leave.

Unit Three Update - April 2024

Learn more about how things are developing with the build out of our new office space at Unit Three, Mounts Bay Lodge.

Tax Year End Party

We had an absolute blast celebrating TYE in Penryn. Read more about our trip to Verdant Brewery & Taproom and Raze-the-Roof softplay, laser tag and VR experience.

Always thinking beyond the boundaries

Some stuff you may not know about our CEO, Pete Matthew

Fact-finding

Next up in our guide series is fact-finding! It’s kinda what it says on the tin; we want to know all about you.