Jorge Jackson

My role

As a Financial Planner at Balance Wealth, I take a goal-based approach to helping individuals, families, and business owners align their finances with what truly matters to them. By taking the time to understand each client’s values, lifestyle, and long-term aspirations, I create tailored financial plans that provide clarity, structure, and confidence.

Background

After completing a degree in Financial Planning, I spent time living and working in both Australia and Japan. On returning to the UK, I began my career in financial services, working across a variety of roles that gave me a broad understanding of the full financial planning process. This experience helps me see the bigger picture and deliver advice that is both considered and practical

What’s important to me

I’m passionate about helping people gain clarity and confidence in their financial lives, so they can focus on what really matters to them. I place a strong value on trust, long-term relationships, and making a meaningful difference to my clients’ lives.

Outside of work, I enjoy spending time with family and friends, walking in the Peaks, watching Tottenham Hotspurs, and 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.