Podcast · Business

The Practice of Progress

by Jacksons Wealth Management · English · Business

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,

New episodes: Daily
Typical length: 36 min
Latest: 5 Oct 2026
Language: English

Latest episode

5 Oct 2026 · 36 min

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…

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Earlier episodes 2 most recent

E2 · 5 Oct 2026 · 38 min
More Than Words On A Wall: 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…
4 Oct 2026 · 16 min
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…

About The Practice of Progress

The Practice of Progress is a English business podcast from Jacksons Wealth Management. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Jacksons Wealth Management
Language: English
Category: Business
New episodes: Daily
Typical length: 36 min
Latest episode: 5 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id6818998157
Rights: 2026

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