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.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 85A Market Jew Street, Penzance, TR18 2GB
01736360717
Business Name
Jacksons Wealth Management
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