JACKSONS WEALTH MANAGEMENT - Key Persons
Job Titles:
- Member of the Leadership Team
Chas joined Jacksons in 2010 after a long and distinguished career with Lloyds TSB. He became a director in January 2014.
Mark joined Jacksons in August 2018 after a stint working for financial services providers. His first love is advising clients though, and he now works very closely with Pete Matthew.
Paul joined the firm in 2012 after a 25-year career with HSBC Bank. He works closely with Roger Weeks.
Paul joined us from another local firm in May 2022. A former barrister, he brings a wealth of complementary expertise to his advice.
Job Titles:
- Managing Director
- Member of the Leadership Team
Managing Director Pete Matthew joined the firm in 2005 and became a director in 2007. He specialises in trusts and estate planning.
Job Titles:
- Member of the Leadership Team
- Practice Manager
Our Practice manager Sharon joined Jacksons in September 2021 to help the directors take the firm to the next level, and manage the incredible growth we are experiencing
Toby joined Jacksons in May 2021 and has made his mark as a gifted adviser dealing with a broad range of client work.