You have questions about your future: will you have enough to live on in retirement? What if you need care? What happens to your money when you die?
Our job is to help you answer those questions, for your particular circumstances. Every client is different, and we offer a bespoke financial planning service to meet your needs. In fact, we are one of the longest established independent financial advisers (IFA) in Cornwall, being established as an IFA in Penzance since 1974. Indeed, we can trace our roots back through T. Jackson and Son Insurances to 1923!
If you are looking to work with a highly-qualified team of financial planners with over 120 years of combined experience, then please give us a call.
Please browse the site to find out a little more about what we can do for you. If we can help you further, please drop us an email or call us - full details on the Contact Us page.
Treating Our Clients Fairly
We recognise that our clients and our reputation are two of our most important assets. Treating our clients fairly has always been a central theme of our business.
We are committed to continue building on these existing strengths by incorporating best industry practice and FSA guidelines.
We will treat our clients fairly and have developed a statement of five key promises.
We will always:
- Provide our clients with the service they expect from us.
- Offer our clients appropriate products and solutions targeted to meet their needs
- Do our best to resolve any mistakes as quickly and fairly as possible
- Act with integrity, flexibility and consideration towards our clients
- Be clear and not misleading in all our communications with clients
Jacksons Financial Services
Leadership, Relationship and Creativity in Financial Planning