Pete Matthew on his favourite part of financial planning

Octo Members
26 November 2019

A 1-minute watch.

Pete Matthew is managing director and financial planner at Jacksons Wealth Management, and ahead of his full interview, talks through his favourite part of financial planning, his work with Meaningful Money – a financial education website and podcast – and his thoughts on passive or active investments. 

In case you missed it in the adviser stream, Sam Shaw also spoke to Chase de Vere’s award-winning IFA, Catriona Smith.


Download the first private community app for UK financial services professionals