Jackson Financial Planning Ltd was established in 1984 as a family firm of Independent Financial Advisers. It is our aim to provide a confidential and professional service to both commercial and personal clients.
The managing director and Independent Financial Adviser, Robert Jackson, has 30 years experience of the financial services market.
We work on both a fee paying basis and a commission basis (See Payment Options page for further details). We are authorised and regulated by the Financial Conduct Authority. When you first meet with us certain documents will be given to you before you enter into any agreement. These explain our services, the costs, and your options. This is to ensure that you are totally aware of the different options available to you. It also ensures that all of our clients or potential clients are treated fairly in line with industry guidelines. Please contact us if you would like to see these documents before any meeting and we will happily send them to you in your preferred format.
We offer an initial consultation in order to determine the hard facts concerning your finances. The cost of this is £100.00 and payable at the end of the first meeting. We need to build a picture of where you stand financially and collate information concerning your Income, Assets, Liabilities and Expenditure. We then need to determine some of the issues that you face when planning your future finances.
You may not have any requirements in some areas, however discussing these issues forms an important part of the picture we build, which is then utilised to make any appropriate recommendations.
We provide a professional service and when we make recommendations we will provide a comprehensive analysis of the areas that are of concern to you, the possible solutions and the costs involved. We aim to build a long term working relationship and as part of that we will discuss with you the importance of regularly reviewing your position where appropriate.
We can provide advice on and arrange many different contracts. Please go to our ‘Services/Products’ link for a full description of what we can offer. Our ‘contact’ page gives you various ways of getting in touch with us.
We are currently unable to offer any new client appointments for at least six weeks, in order to maintain service levels to existing clients.