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Jackson (Life & Pensions) Limited

aka Jacksons Wealth Management, Jacksons, Jackson (Life & Pensions) Limited

Authorised FRN 121712 5.0 (2)

About

Skip to main content Meaningful Financial Planning Play an active part in your own future, with financial planning that makes all the difference. Join us on the journey of a lifetime as we inspire and empower you to make a meaningful difference. How we help Gain perspective and plan for your future with a tried, trusted and truly invested team at your side.

Source: jacksons.life

Contact & Location

Address
Unit Three, Mounts Bay Retail Centre, Penzance TR18 4FG, UK
More advisers in Cornwall
Opening Hours
Monday8:00 AM – 6:00 PM
Tuesday8:00 AM – 6:00 PM
Wednesday8:00 AM – 6:00 PM
Thursday8:00 AM – 6:00 PM
FridayClosed
SaturdayClosed
SundayClosed

Regulatory Information

Status
Authorised
Date Authorised
1 December 2001
Years Authorised
24 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (11)
Show all permissions
  • Agreeing to carry on a regulated activity
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Arranging (bringing about) regulated mortgage contracts
  • Advising on regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Assisting in the administration and performance of a contract of insurance
  • Arranging (bringing about) deals in investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number
01175953
Company Status
Active
Incorporation Date
2 July 1974
Directors
2
Accounts Category
Total Exemption Full
Last Accounts Filed
31 December 2025
SIC Codes
65110

Team (15)

  • Michael Stephen Caffry

    Approved
  • Peter Benedict Matthew

    ApprovedCertified
  • Paul Jackson

    Certified
  • Mark Darren Grubert

    Certified
  • Demi-Leigh Gilks

    Certified
  • Colleen Reynolds

    Certified
  • Thomas James Charles Wigan

    Certified
  • Jacob Mark James John Winstanley-Punch

    Certified
  • Elliot George Coomber

    Certified
  • Daniel Page

    Certified
  • Paul Justin Woolgar

    Certified
  • Roger Anthony Weeks

    No longer required
  • Toby Hines

    ApprovedCertified
  • Pamela Joyce Roskilly

    No longer required
  • Walter Charles William Cox

    No longer required

Google Reviews

5.0

2 reviews on Google

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Quick Facts

  • Penzance, South West
  • 24 years FCA-authorised
  • 20 registered individuals
  • 5 specialisms
  • 11 FCA permissions
  • CH 01175953

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Data Sources

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.