Pete Matthew
Pete became a part of Jacksons in 2005 as a self-employed adviser, but was invited to join the company as a co-owner in 2007.
Sharon Bray
Our Practice manager Sharon joined Jacksons in September 2021 to help the directors take the firm to the next level.
Mike Caffry
Mike joined Jacksons in 1988 and retired from active client work in 2011. Since then he has served as chairman of the board.
Pete Snaden
We call Pete the Data Ninja because he is a wizz at computers, has a keen eye for detail and likes to get things done in a complete way!
Jacob Winstanley-Punch
Jacob is a great vocal communicator; he is thoughtful in his approach and helps other team members along the way.
Steve Hocking
Steve looks after the income side of things here at Jacksons; which, with a 50-year-old company, is no mean feat!
Toby Collins
Toby became a part of the team in 2022. First and foremost a team player, he loves helping colleagues and clients alike.
Amy Murray
Amy joined the team a couple of years ago, and brings an appetite to learn and to share all of her experiences.
Zoe Burlton
Zoe is a great listener who works hard to give our clients the absolute best experience and has extraordinary attention to detail.
Tegen Montgomerie Lynch
Tegen gravitated toward Jacksons following a move home from London, bringing tons of experience in the mortgage space.
Hayley Capps
Hayley is highly organised, and exceptional at communicating and running her day with commitment and focus.
Tracey Thatcher
Tracey is a long-term member of the team. Super-efficient, she also has a great sense of what the team and the clients need.
Carrie Snaden
Carrie is focused and determined, has an incredible outlook on life and always seeks to be the best she can be.
Elliot Coomber
Elliot's ten-year finance career has led him to become part of our journey to creating a new role and team in the Jacksons Hub.
Paul Woolgar
From early years on the theatre stage to becoming a barrister, Paul has built a catalogue of exceptional skills.
Toby Hines
Toby likes to get into detail with clients, exploring the journey they wish to take. He can often be found exploring and researching.
Mark Grubert
Mark found his way to us after a career within financial services. Now, he works closely with clients on their own journeys.
Paul Jackson
Paul was born and brought up around Sennen, and has been with Jacksons since 2012, meaning he has exceptional local knowledge.
Demi-Leigh Gilks
Joining Jacksons in 2017 as a Paraplanner, Demi has worked across the roles, collecting experience and respect from everyone here.
Colleen Reynolds
Colleen joins us as a qualified adviser looking to learn the 'Jacksons Way.'
Tom Wigan
Tom joined the paraplanning team in 2024, with a wealth of knowledge and experience.
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.
When my husband died suddenly 21 months ago, Pete's support and help has been incredible, and I certainly could not have managed without him and his great team.
Chas has looked after my financial interests now for over a decade and during that time I found it to be a very thorough, thoughtful and reassuring process.
It is so refreshing to work with an organisation and individuals that I truly feel have best interest of clients at heart [and] are keenly interested in helping us understand our options (with the rationale behind it as well).
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’re interested in finding out more and would like to speak to a member of our team, get in touch.