Jacksons: Meaningful Financial Planning
Company

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
Industry
Financial Services
Employees
20
Founded
1974
NAICS
Finance and Insurance
Monetary 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 Contact
Carrie Snaden Client Relationship Manager at Jacksons Wealth Management
Email
Tom Wigan Fpfs Fellow - Chartered Financial Planner - Paraplanner
View
Sheila Timmins Practice Manager & Adviser Support at Jacksons Wealth Management
Email
Pete Matthew Financial Planner, Podcaster, Youtuber. CEO of Jacksons Wealth Management
Email Phone

Employees by Management Level

Manager 2 profiles
Executive 1 profile
Individual contributor 1 profile

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