About

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.

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.

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 Contact Page. Remember, the first meeting is at our expense and without obligation, and is intended to find out whether we can help you.

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