Our advisory staff come from a broad range of business backgrounds. Their individual bios are linked below, or you can click here to meet the administrative team who hold it all together!
Roger acts as Finance Director for Jacksons and also as head of our corporate advice team. He joined the firm in 2006.
Managing Director Pete Matthew joined the firm in 2005 and became a director in 2007. He specialises in trusts and estate planning.
Chas joined Jacksons in 2010 after a long and distinguished career with Lloyds TSB. He became a director in January 2014.
Joy joined Jacksons in 2011 having previously worked for Barclays Wealth.
Paul joined the firm in 2012 after a 25-year career with HSBC Bank
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.
Practice Manager and Compliance Manager
Senior Adviser Support