The Practice of Progress

Jacksons Wealth Management
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  • Updated Biweekly

Welcome to The Practice of Progress, a podcast from Jacksons, a financial planning practice in Penzance, England, which was founded in 1974. We want to share how we think, how we work, and what's truly important in the world of financial planning. We reckon we're doing things a little differently, and we want to shout about it! This podcast will appeal to listeners of Meaningful Money and TRAP: The Real Adviser Podcast. It's for anyone in the financial planning professions, or aspiring to be, or anyone that wants to know more about the inner workings of a successful financial planning practice.

Episodes

  1. 2d ago

    Our core values - JPOP002

    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.

    Our core values - JPOP002

  2. 2d ago

    The Story of Jacksons - JPOP001

    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.

    The Story of Jacksons - JPOP001

  3. 3d ago

    Welcome to the Practice of Progress - The Jacksons Podcast

    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.

    Welcome to the Practice of Progress - The Jacksons Podcast
  • 1 Trailer
    2 Episodes

Trailer

About

Welcome to The Practice of Progress, a podcast from Jacksons, a financial planning practice in Penzance, England, which was founded in 1974. We want to share how we think, how we work, and what's truly important in the world of financial planning. We reckon we're doing things a little differently, and we want to shout about it! This podcast will appeal to listeners of Meaningful Money and TRAP: The Real Adviser Podcast. It's for anyone in the financial planning professions, or aspiring to be, or anyone that wants to know more about the inner workings of a successful financial planning practice.

Information

  • Creator
    Jacksons Wealth Management
  • Years Active
    2026
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026
  • Show Website
    The Practice of Progress