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Services | Jacksons Wealth Management
http://www.jacksonswealth.com/services
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. As a firm of Chartered Financial Planners we are able to help you with pretty much every aspect of your financial planning. It may be that your finances need a complete overhaul to bring them in line with your goals and objectives for life. If so, please see the page discussing our MyPLAN. Which will help you achieve just that. Protect your income if you’re too ill to work. Protect your family if you die or become seriously ill.
jacksonswealth.com
Budget 2014 | Jacksons Wealth Management
http://www.jacksonswealth.com/2014/03/26/budget-2014
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. UK on the up? And it’s…. Little known and temporary pension law flexibility →. March 26, 2014. The following post is copied from MeaningfulMoney. The financial education website run by Jacksons’ Managing Director Pete Matthew. He has a weekly online radio show called a podcast. Which deals with a particular financial subject each week. You can click the player below to play the radio show. Everything you need to KNOW. So, let̵...
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Downloads | Jacksons Wealth Management
http://www.jacksonswealth.com/resources/downloads
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. Here are a couple of useful documents that may help you. 8211; This is the document we give to all our prospective clients. It explains who we are, how we work, and what you can expect from working with us. 8211; This is a PDF copy of the print brochure for our investment PLATFORM. It’s quite a large file at 1.9MB, so please be patient. Get in touch by. 87a Market Jew Street. TR18 2LG SHOW ON MAP. Get in touch by ….
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Financial Education | Jacksons Wealth Management
http://www.jacksonswealth.com/resources/video-guides
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. Jacksons’ Managing Director Pete Matthew has a website which is full of video guides to all things financial. From pensions to protection, EPPs to Estate Planning, MeaningfulMoney.tv. Has over 280 videos to date, and also an audio podcast which is listened to by thousands of people every week. By clicking this link. A new window or tab will open and you will be taken to the MeaningfulMoney site. Please note that MeaningfulMoney.
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Budget Summary | Jacksons Wealth Management
http://www.jacksonswealth.com/2015/03/19/budget-summary
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. Little known and temporary pension law flexibility. March 19, 2015. Jacksons’ Managing Director Pete Matthew was asked to appear on BBC Radio Cornwall’s afternoon phone-in on Wednesday to answer Donna Birrell’s questions about the budget. Pete is used to recording his weekly MeaningfulMoney podcast, but going live to the county is another matter entirely! Pete’s segment begins at 2 hours and 12 minutes or so. Get in touch by.
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Just a letter? | Jacksons Wealth Management
http://www.jacksonswealth.com/2015/04/23/just-a-letter
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. Should you sell your investments? April 23, 2015. Well, we are in the new Tax Year and the Government’s much publicised rules for “Pensions Freedom” have arrived! Apparently thousands of people are telephoning pension companies asking whether they are able take their money out and how they can arrange it. We’ve already had a few approaches from prospective clients, who say they have already decided they want to take their cash.
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PLATFORM | Jacksons Wealth Management
http://www.jacksonswealth.com/services/platform
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. 8230;is the multi-asset investment platform from Jacksons Wealth. PLATFORM is a cutting edge solution to the problem of having many different investments and pensions with many providers, with all the ensuing paperwork associated with a lifetime of wealth accumulation. What Is A Wrap Platform? Do you use only one wrap? No Where it is in our client’s best interest we will source a different wrap platform to consolidate their ...
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Testimonials | Jacksons Wealth Management
http://www.jacksonswealth.com/about/testimonials
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. We’re in the business of making our clients happy. This is not done by selling products; that makes no-one happy. Instead, we build lasting relationships over time, and help our clients organise their finances to achieve their life goals. The proof of the pudding is in the eating, so to speak. So here are some comments from satisfied clients:. Tony and Rosemary Gosling. SC Collier, St Ives. Mike Wells, Mullion. Get in touch by.
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How we (don’t) manage your money | Jacksons Wealth Management
http://www.jacksonswealth.com/services/investment-management
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. How we (don’t) manage your money. We are a firm of Chartered Financial Planners, not a firm of investment managers. The clue is in the name you see! So we set out to find a partner to do this for us, and after a lengthy due diligence process, we hit upon Seven Investment Management. Please be assured, we remain independent financial advisers, able to choose pensions, investments, ISAs, bonds, SIPPs and mortgages from the whole mar...
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Little known and temporary pension law flexibility | Jacksons Wealth Management
http://www.jacksonswealth.com/2015/01/14/little-known-and-temporary-pension-law-flexibility
Chartered Financial Planner, IFA, Financial Adviser in Penzance, Cornwall. Budget Summary →. Little known and temporary pension law flexibility. January 14, 2015. There are a number of people with current or paid-up Occupational Pensions, who may be entitled to draw more than the usual maximum 25% Tax Free Cash (TFC) when they take their benefits. The fly in the ointment is that such transfers have to be completed before 6th April and all benefits must then be taken before 6. It is right for you. This co...
