JACKSON WEALTH MANAGEMENT, LLC
LAKE MARY, FLORIDA

Here at Jacksons Wealth Management we have built up an enviable reputation in West Cornwall over 40 years for providing quality independent financial advice. We are a firm of Chartered Financial Planners, proving that we are committed to the highest standards of professional excellence, ethics, and client care. (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. For us, financial planning is not about selling products. In fact, arranging some policy or investment is usually the last link in the financial planning chain; a tool in the box, nothing more. We have always been sure to use well established financial providers to serve our clients’ needs and have always stayed away from untested companies and products. If you want to work with a long-established professional firm of chartered financial planners, then please get in touch; all the contact details are below, or you can use the form on our We’re in the business of making our clients happy. This is not done by selling products; that makes no-one happy. Instead, we build lasting relationships over time, and help our clients organise their finances to achieve their life goals. “Just wanted to say thank you from us both for sorting out our pensions. Having dithered for so long ourselves, because of being afraid of making the wrong decision it was a pleasure having you advise us of all our options and then setting things up in such a friendly, professional and quick manner. As you know we were recommended to consult you and we now will have no hesitation in also highly recommending your company.” Peter has an excellent manner and patience with his clients and is very mindful that he is dealing with other peoples’ money and lives, most especially in the current market difficulties. I commend his and his company’s professionalism” Steve is the ‘new boy’ at Jacksons, joining the team in September 2014 having previously been a part of national adviser firm 2Plan. Our superb team of administrative staff help keep the wheels of Jacksons turning. They have got to know many of our clients as well as the advisers have, and are an essential part of the Jacksons machine.