I am a very content husband and father of two wonderful children. I’m also a Chartered Financial Planner, a Certified Financial Planner (CFP) and Managing Director of Jacksons Wealth Management in Penzance, UK.
The point of this website is to convey my belief that Financial Planning is really simple for the vast majority of people. It IS possible for anyone to achieve their goals, whether financial or otherwise, by following some pretty basic rules.
Hopefully what you’ll find here are simple tips and tricks to help you in your financial planning. If I can help in any way, email me here, or contact me via the SocMed links below.
Having failed an electronic design degree because I couldn’t do the maths, I went into management for McDonald’s. The job was great fun but the hours were horrendous, and certainly not conducive to leading a healthy (newly) married life.
So I fell into financial services via a friend who worked for the Co-operative Insurance Society. Here I learned the basics of the financial advice profession while trudging the South Wales valleys collecting life assurance premiums. From there I worked for Royal & Sun Alliance in their estate agency advice division, before making the leap to the light side of financial services, becoming an IFA.
Shortly after that, my first daughter was born in 1999 after which my beautiful Cornish wife Joanne felt the call back home. So we moved to Sennen, one mile from Land’s End in the far South West of England, where our second daughter was born in 2003. We now live in Heamoor, just outside Penzance.
I glory in the title of Managing Director of Jacksons Wealth Management, a firm of Chartered Financial Planners with a 90-year heritage in West Cornwall.
I’m involved with lots of things when I’m not working or shooting these videos. This site keeps me very busy so I don’t have loads of spare time, but when I do, you’ll find me pounding the Cornish streets with my Jack Russell, Maisy. I play drums and piano at my local church. I've been known to tread the board in amateur dramatics, and specifically in musical productions. As my girls get older I’m spending more time ferrying them around to Ballet, singing lessons or StageStruck Youth Theatre.
Hit me up!
I often get asked about the equipment and software I use to keep MeaningfulMoney running. All the major stuff is listed below:
Theme: Highend from HB Themes
Camera: Nikon D5500 DSLR Camera
Video editing software: Final Cut Pro X and Motion 5
Computer: Space Grey Mid 2017 Apple MacBook Pro with 16Gb RAM, 3.1Ghz Quad Core Intel Core i7 processor, 1Tb SSD.
Podcast mic: Røde Procaster
Podcast recorder: Roland R05
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Along the way I have done some daft episodes to lighten things up a bit! Clearly I have no shame…
Episode 68 – Trick or Treat
Episode 111 – Easter Special 2011
Episode 169 – Christmas 2011
Episode 250 – Number 250 – definitely watch this one till the end!
Episode 281 – The MoneyVision Song Contest – Watch this one through for some out-takes…