Jorge Jackson

My role

As a Financial Planner at Balance Wealth, I take a goal-based approach to help individuals, families, and business owners align their finances with what truly matters to them. Understanding each client’s values, lifestyle, and long-term aspirations allows me to create tailored financial plans that offer clarity, structure, and confidence. Whether it’s planning for retirement, investing for the future, or managing wealth more effectively, my focus is on providing clear, practical advice that supports lasting financial well-being.

Background

After completing a degree in financial planning, I spent some time living and working in Australia and Japan. Upon returning to the UK, I began my career in financial services, working in a variety of positions that gave me exposure to the entire financial planning process.

What’s important to me

Helping people gain clarity and confidence in their financial lives so they can focus on what really matters to them. I value trust, long-term relationships, and making a meaningful difference in people’s lives.

My spare time is usually spent with family and friends, walking in the Peaks, watching Tottenham Hotspurs, or tackling DIY projects around the house — not always successfully, but always with enthusiasm.

Qualifications

I hold the CII Level 4 Diploma in Regulated Financial Planning, which provides a solid foundation in key areas of financial advice and underpins my work with clients.

To find out more about me, please read my adviser pack.

Our clients… in their own words

To read how our clients feel about our service, in their own words, click the link below. This shows the feedback given by clients of our Managing Director, Rebecca Aldridge.