Pete Matthew Email and Phone Number
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I am a Chartered Financial Planner running a forward-thinking financial planning practice in Penzance, West Cornwall. I am also an award-winning podcaster, YouTuber and author. I believe that with the right information and coaching, anyone can take control of their personal finances.I am providing this information via my financial education project, MeaningfulMoney. Through video, podcasting and social media I am reaching tens of thousands of people every week with my simple financial planning message.Qualifications:Chartered Financial Planner (APFS)Certificate in Mortgage Advice & Practice (CeMAP)Specialities:Financial PlanningFinancial EducationEstate PlanningFinancial Planning using Trusts
Jacksons Wealth Management
View- Website:
- jacksonswealth.com
- Employees:
- 20
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Ceo And Financial PlannerJacksons Wealth ManagementPenzance, Gb
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Ceo & Financial PlannerJacksons Wealth Management Jan 2007 - PresentPenzance, England, United KingdomI love helping ordinary people organise their finances to achieve their dreams. And I love scaling that work by using all means possible. So by day, I'm building a regulated advice business to provide the best financial planning in the UK. And the rest of my time is filled with my financial education project - Meaningful Money.
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Financial PlannerJacksons Wealth Management Jan 2005 - Dec 2006Penzance, Uk, Tr18 2LgI joined Jacksons in January 2005 on a self-employed consultant basis. I bought into the company in January 2007 and became CEO.
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CreatorMeaningfulmoney.Tv Apr 2010 - PresentI set out to provide simple, accessible financial planning information to the masses. I decided that video might be a good way to do this, and through trial and error, built a site full of basic instructional video.Through my work with this site, I was awarded IFALife's Scoial Media Financial Adviser of the Year award 2010 and I won the Professional Adviser Financial Education award in both 2011 and 2012. I also received the Scottish Widows award for Industry Innovation in 2014, and was… Show more I set out to provide simple, accessible financial planning information to the masses. I decided that video might be a good way to do this, and through trial and error, built a site full of basic instructional video.Through my work with this site, I was awarded IFALife's Scoial Media Financial Adviser of the Year award 2010 and I won the Professional Adviser Financial Education award in both 2011 and 2012. I also received the Scottish Widows award for Industry Innovation in 2014, and was named UK Podcast of the Year in 2015. Show less -
Financial Planner And DirectorFp21 Oct 2002 - Dec 2004I was the only adviser at an IFA practice owned by the Partners of Randle Thomas Solicitors in Helston. By mutual agreement we closed the business down towards the end of 2004, before I moved to Jacksons.
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Financial AdviserAshwood Financial Services Jul 2000 - Sep 2002This was my first foray into the 'light side' of the financial services, as an IFA. A fantastic training ground, with a steady stream of prospects and great systems to deal with the business written. Plus some great friends made in the process.
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Financial AdviserAllen & Harris 1999 - 2001My second role in financial services was as a mortgage and protection adviser for Royal & SunAlliance in their Property Services division. IN South Wales this traded as Allen & Harris. My role there was sourcing mortgages for many different types of homebuyers and making sure they had an adequate personal protection programme in place to enable them to pay the mortgage even if the worst happened.
Pete Matthew Skills
Pete Matthew Education Details
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Lutterworth Grammar SchoolMaths, Physics, Engineering Drawing, English Literature -
Rhodesway Upper SchoolGcses
Frequently Asked Questions about Pete Matthew
What company does Pete Matthew work for?
Pete Matthew works for Jacksons Wealth Management
What is Pete Matthew's role at the current company?
Pete Matthew's current role is CEO and Financial Planner.
What is Pete Matthew's email address?
Pete Matthew's email address is pe****@****s.co.uk
What is Pete Matthew's direct phone number?
Pete Matthew's direct phone number is +4479125*****
What schools did Pete Matthew attend?
Pete Matthew attended Lutterworth Grammar School, Rhodesway Upper School.
What are some of Pete Matthew's interests?
Pete Matthew has interest in Family, Podcasting, Personal Finance, Financial Advice, Playing Piano, Investing, Hootsuite, Church, Online Marketing, Running.
What skills is Pete Matthew known for?
Pete Matthew has skills like Financial Services, Retirement Planning, Strategic Financial Planning, Estate Planning, Pensions, Financial Planning, Investment Strategies, Investments, Personal Finance, Income Protection, Financial Education, Protection.
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