Jackson Wealth Management
About Jackson Wealth Management
Client Testimonials

"When my husband was alive we were extremely appreciative of the thoughtful and sound financial advice given to us by Alan Jackson. Since my husband's death in February, Alan has generously spent much time and effort in helping me to sort out my affairs and make the best plans for the future. I couldn't be more grateful."

Mrs B.A.B. Myer, Ardingley, W Sussex



"Alan acts for a number of my clients and we have worked together since 2004 on various cases. Naturally, I am very cautious when it comes to recommending other professionals to my clients, since any element of poor or substandard service will reflect badly on me. More often than not, I will not make such recommendations for this reason.

However, having met Alan and worked with him on some personal advice, I was instantly impressed by his thorough approach and integrity. I quickly concluded that Alan is happy to go that extra mile in the name of great service and that this, coupled with the market-leading support and products offered by St. James's Place, was an unusual combination. For this reason I was, and remain, happy to recommend Alan to my own clients and also to any individuals who are looking for a trustworthy advisor."

Anthony Smith, Humphrey & Co. (Chartered Accountants), Eastbourne, E Sussex



"Last year we attended a seminar chaired by Alan Jackson and were impressed by his clear assessment of the financial market. We invited Mr Jackson to visit us and had a full and frank discussion regarding both our requirements and how St. James's Place could make things work. He did not press us to follow his suggestions but let us make our own decisions.

Since then we have met Alan regularly to discuss our investments and he has been sensitive and helpful, above and beyond his remit. He is courteous and approachable in all matters – the very model of a financial adviser."

Mr. & Mrs. M. Osborne, Eastbourne, E Sussex



"In 2006 we were keen to obtain some ideas to reduce our exposure to Capital Gains Tax and we subsequently attended a Wealth Management seminar in Eastbourne where we first met Alan. During the subsequent presentations we were immediately impressed with the clarity and explanations into the various available investment options and, most importantly, the lack of sales pressure.

Following the seminar we invited Alan to a meeting at our home to discuss the investment options in more detail after which we decided to make an investment into several of Alan's recommendation.

Two years on and despite the up and downs of the stock market our investments* have proved to be profitable and Alan regularly keeps us informed of the investment performance with updates, reviews and advice about all aspects of our investment."

Mr & Mrs F Wood
Lewes, Sussex



"I was recommended to Mr Jackson and I have found he listens to your requirements and then is very helpful with good advice, which is easy to understand, with good investments to suit you.

He visits your home and is very trustworthy with updates on your investments on a regular basis."

Mrs. M. P. Downing
Hailsham, E. Sussex


*Please remember that past performance is not indicative of future performance.