Jacksons Wealth Management

Independent Financial Adviser Wharfside Centre, 87a Market Jew Street, Penzance, Cornwall, TR18 2LG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
17th December 2018
Financial Planning Expertise since 1923. Cornwall's oldest established firm of financial planners, serving our clients' interests for over 90 years.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Equity release
    • Long term care
Meet our advisers
Peter Matthew APFS
Managing Director, Chartered and Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Roger Weeks APFS, Certs CII (MP&ER)
Chartered Financial Planner and Director
Accreditations
Chartered Financial Planner
Chas Cox DipPFS
Director and Adviser
Joy Roskilly DipPFS
Independent Financial Adviser
Paul Jackson DipPFS
Financial Adviser & Paraplanner
adviser-person
Stephen Squires DipPFS
Independent Financial Adviser
Where to find us

Wharfside Centre, 87a Market Jew Street, Penzance, Cornwall, TR18 2LG

Contact us
About us

Jacksons Wealth Management is a firm of Chartered Financial Planners, proving that we are committed to the highest standards of professional excellence, ethics, and client care.

Founded in 1974 as an offshoot of Jacksons Insurances (which was itself founded in Penzance in 1923) we have many clients who are the third generation of families we have dealt with. We count many of the big name Cornish businesses as clients and in many cases help the business with its corporate affairs as well as the proprietors and directors with their personal finances.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Jacksons Wealth Management is a trading style of Jackson (Life & Pensions) Ltd which is authorised and regulated by the Financial Conduct Authority

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