The Practice of Progress

How does a financial planning firm with roots going back to 1923 keep moving forward? In this first episode of The Practice of Progress, the Jacksons podcast, Pete is joined by Paul and Sharon to tell the story of Jacksons, from a classic IFA firm in Penzance, Cornwall to a modern financial planning business. We talk about what we've kept from our history and what we've changed and why, including building a paraplanning team, rethinking every role, adopting a cohesive tech strategy and introducing a four-day working week. We also share our hopes for the future, from more hires and community work to our longer-term ambition of employee ownership.

In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Tom talk openly about company culture and core values in financial planning, and why we see them as the foundation of everything we do rather than nice words on a wall. We explain how our four values, Simplicity, Perspective, Empowerment and Care, came about, and how our long-standing clients, our Cornwall roots and Meaningful Money have shaped who we are as a UK financial planning firm. We also share how those values show up in practice, from our four-day working week and flexible working to more client-centred processes and evolving roles across the team. Whether you work in financial advice or are thinking about a career in the profession, this is an honest look at how one firm is working to change the industry.

Welcome to The Practice of Progress, the new podcast from Jacksons, a chartered, planning-led financial planning firm established 52 years ago. In this first episode, Kate, Pete and Sharon explain why we're launching another podcast and what you can expect: honest, problem-solving-out-loud conversations about how a UK financial planning firm really works, including the successes, the mistakes and the parts we haven't sorted yet. New episodes arrive every fortnight, with different members of the team taking the anchor's chair and possible sub-series along the way. Whether you're a financial planner, adviser or firm owner, or you're thinking about a career in financial planning, this is your look behind the curtain at Jacksons.