The Practice of Progress
Jacksons Wealth Management 4 episodes Nov 2, 2026
The Practice of Progress is a podcast from Jacksons, a financial planning practice in Penzance, England, founded in 1974. It explains how the firm thinks and works, and what it considers important in financial planning. The show is aimed at people in the financial planning profession, those aspiring to join it, and listeners who want insight into how a successful practice operates. It will also appeal to listeners of Meaningful Money and TRAP: The Real Adviser Podcast.
Episodes
It's Bigger Than Just Work (Episode Four)
How do you build a workplace culture that's about more than just getting the work done? In this episode of The Practice of Progress, Pete, Paul and Sharon talk about how and why we've built our culture at Jacksons. They discuss the role of leadership, shared values and a bigger mission, as well as what a positive culture means for the team and the clients we serve. They also reflect on how we keep
Soulful Growth: Maintaining Quality Alongside Growth (Episode Three)
In this episode of The Practice of Progress, the Jacksons podcast, Pete, Sharon and Demi talk openly talk about how we are ensuring we maintain our quality of service AND culture as we grow as a company. We talk through how we have grown recently, with a doubled turnover and profit over the last five years and the creation of our paraplanning team. We share how we are maintaining client care thro
The Story of Jacksons (Episode One)
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
More Than Words On A Wall: Our Core Values (Episode Two)
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 an
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
