Golf Day raises money for charities

We are delighted to have helped to raise £2,020 for the Meningitis Now charity, and a further £2,020 for the local Sunrise Appeal, through a charity golf day at Killiow Golf Club.

The event, which was jointly hosted with Robinson Reed Layton and Seven Investment Management, saw teams of four competing for glory on the club’s fairways, in perfect golfing conditions.

The programme included a charity auction which raised over £1,200, which combined with entry fees and other donations on the day, saw a total of £4,040 raised for the two charities.

The Meningitis Now Trust was set up in the 1980s and continues to strive for a vaccine to cure this disease, raise funds via its campaigns and support the many sufferers and their families

Director Roger Weeks (pictured), who played on the day, said: “An event such as this is a great way for us and our working partners to raise much needed funds for these charities. We have a local connection with Meningitis Now through Ailsa (pictured) and David Sugrue, who very sadly lost their son Teygan to the disease in 2014, and who are not only well known here in West Cornwall, but also to one of my co-directors, Chas Cox, personally. It was an honour to be able to provide them with a much-needed cheque for £2,020 towards their fundraising efforts.”

“I’d like to thank everyone who helped to make the event a success, including all who generously donated towards the two chosen charities, as well as Killiow Golf Club, who did an excellent job in providing their facilities.”

The Sunrise Appeal supports the Clinical Oncology Department at the Royal Cornwall Hospital in Truro, by raising funds for vital equipment for the treatment of cancer at the hospital’s Sunrise Centre. It was an honour to be able to provide them with a cheque for £2,020 as well.

Simon Reed, partner at Robinson Reed Layton, and a keen golfer himself, said: “It’s fantastic to be able to make this donation to a wonderful charity, which provides such excellent support to the work done in treating cancer at the Royal Cornwall Hospital.”

For information on the Sunrise Appeal and Meningitis Now, visit their websites at , and

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What next after Brexit?

Britain has voted to leave the EU. Here at Jacksons we have remained politically neutral in the run-up to the vote. There has been a range of opinions within the office, just as there has been among you, our clients. And now here we are, after a momentous night in British political history.

It is likely that financial markets will react strongly down at the open. Markets do not like uncertainty, and it’s fair to say that there are many unanswered questions. The path ahead is not clear. Now we know the nation’s decision, we need to make it work, and that process will take quite some time.

Your immediate concern will be for the value of your pensions and investments. We need to be prepared for a period of volatility, but this has been the case for several years now.

The first half of this year has seen very high levels of volatility driven, among other things, by fears over a slowdown in China and a low oil price. So the ups and downs we’re likely to see in the next few days and weeks are not solely the result of the Brexit vote.

All our clients’ portfolios are widely diversified; spread across different asset classes and across the globe. This is common sense investing – not holding all your eggs in one basket. We are confident that your investments are well-placed for the future, despite the short-term volatility.

We also believe that it is a mistake to attempt to trade around market wobbles. Though the value of investments may fall in the short term, money is only lost when investments are sold. If markets fall, there may be opportunities to buy in, but we remain convinced that investing, not trading, is the key to long-term financial success.

It is more important than ever to focus on long-term goals, and we remain committed to helping you do just that. Of course, please do contact the office on 01736 360717 if you have any concerns.

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Brexit, Grexit or the Fire Exit?

Justin Urquhart Stewart of 7IM visited Penzance last week and gave a seminar with the above title to invited professional connections and clients of Jacksons Wealth Management.

The video of Justin’s presentation is below – enjoy, and feel free to share the link with friends and family

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How to make good investment decisions

People have awlays been tempted to make decisions on the basis of short term, external events. This is often, though not always, a dangerous time to make big calls. In this post, I’ll give some ideas as to how to make good decisions regarding your finances.

How to make good investment decisions

Most of us are engaging in financial planning for the long term. And I mean the very long term. Even if you’re in your seventies, eighties or even older, the odds are that you are planning for your finances for several years into the future. Continue reading

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Should you sell your investments?

As I type this, stock markets around the world are experiencing very high levels of volatility. The FTSE100 recently dropped to more than 20% below its peak in April 2015. So, should you sell your investments in case things get worse?

Should you sell your investments?

Firstly, this won’t be a detailed look at the reasons for the current market troubles. There are better articles elsewhere dealing with this much more intelligently than I can.

Fundamentals and sentiment

When considering the value of anything, I reckon there are two main factors, and these can be explained by considering residential property, which most of us understand. Continue reading

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