Jacksons: Meaningful Financial Planning
Financial Services
Street, Somerset, United Kingdom
20 employees
- Employees
- 20
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Jacksons: Meaningful Financial Planning Overview
- Headquarters
- Street, Somerset, United Kingdom
- Website
- jacksonswealth.com
- Industry
- Financial Services
- Employees
- 20
- Founded
- 1974
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Jacksons: Meaningful Financial Planning
Jacksons is a fast-paced Wealth Management firm that has been looking after clients for nearly 50 years. With Pete Matthew of Meaningful Money leading the way, the company, whilst local, helps clients from all over the UK with their financial planning. We are a currently a team of 21 looking to strengthen over the coming years to help support our growing client portfolio.
Jacksons: Meaningful Financial Planning Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Jacksons: Meaningful Financial Planning Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Carrie Snaden | Client Relationship Manager at Jacksons Wealth Management | St Buryan, England, United Kingdom |
Email
|
| Tom Wigan Fpfs | Fellow - Chartered Financial Planner - Paraplanner |
View
|
|
| Sheila Timmins | Practice Manager & Adviser Support at Jacksons Wealth Management | Truro, England, United Kingdom |
Email
|
| Pete Matthew | Financial Planner, Podcaster, Youtuber. CEO of Jacksons Wealth Management | Penzance, England, United Kingdom |
Email
Phone
|
Employees by Management Level
Manager
2 profiles
Executive
1 profile
Individual contributor
1 profile
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