Jacksons: Meaningful Financial Planning followed Hayley through a day in her life as a client relationship manager.
Public source
Publisher name
Public post
Day In The Life: Hayley ⏰ This week we follow Hayley through a day in her life as a client relationship manager at Jacksons. Swipe to see what she got up to! #jacksonsme…
Company
Jacksons: Meaningful Financial Planning
Meaningful Financial Planning delivered by a team of independent experts with one goal: making your money work for you.
- Industry
- Financial Services
- Location
- Penzance, GB
- Company size
- 11–50 employees
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.
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Latest activity from Jacksons: Meaningful Financial Planning
3 signals
Products & Services
Jacksons: Meaningful Financial Planning offers a personal finance portal that helps clients share documents and send messages, improving communication and working efficiency.
Presence & Recognition
Jacksons: Meaningful Financial Planning featured Tom as a Paraplanner and Head of Operations.
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