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.
Articles
From company news and opinion to our take on essential industry updates – read the latest from our team.
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.
Cornish Beauty
The Jacksons team share some of their favourite photos from getting out and about, exploring Cornwall
Our Core Values: 4 – Empowerment
The fourth and final entry in our series focussing on our core values here at Jacksons.
We embrace and empower the women in our team
Learn more about our team and how much we value the women in our company.
Our Core Values: 3 – Perspective
Learn more about our four core values here at Jacksons. The third is perspective.
When you know, you know
In our search for a new paraplanner we also got to meet Colleen, who just feels like the right person at the right time to join our adviser team!
Myth Busting: Attitude to Risk
Investment risk is a key part of what we look at when preparing a client’s financial plan. Learn more about investment risk here
Engage with planning: a guide to Letters of Authority
We're putting together some guides on our financial planning process, what to expect along the way and how to engage, prepare and get the most out of the experience. This article is all about Letters of Authority.
Our Core Values: 2 - Care
Learn more about our four core values here at Jacksons. Our second core value is care.