Savings & Investments

We all need to put save money to save for the future – perhaps just as a rainy day fund or maybe to fund some important future event such as a child’s wedding.

Mortgages

We can save you both time and money by helping you select the best type and the most competitive mortgage available and helping you to complete the large amount of paperwork.

Retirement Planning

We all want to be able to enjoy a long comfortable retirement. As people’s life expectancy increases, pension planning has become a very important part of personal financial planning.

Estate Planning

Jacobs and Harris have a wealth of experience in helping people arrange their estates to minimise potential inheritance tax and to ensure it is distributed according to their wishes.

Protection

Jacobs and Harris can give you guidance on what type and level of protection is suitable for you and review your current protection to ensure get the right cover at a competitive price.

Jacobs & Harris provided a comprehensive review of my various personal and company pensions and the options I have for taking income from them in retirement.

They presented their report in a clear and easily understandable format which has allowed me to choose the best option for planning a comfortable retirement.

Mr Keith Jones, Llanelli.

Our Company

Established in 2013, Jacobs and Harris Ltd plans to build on its core values of honesty, integrity, fairness and ongoing service. We aim to provide impartial, independent financial advice at the outset and importantly, to build long term relationships with our clients to ensure our recommendations continue to be tailored to meet their individual and family needs.

Latest News

Dedicated benches can be a place of solace, but may only be temporary and costs can be prohibitive.

Deals allowing customers to spread payments interest-free are increasing but charities warn of building debts.

The 777X test flight comes after Boeing's 737 Max plane was grounded following two fatal crashes.

Inevitably, it will have economic consequences. But how severe and how far will they spread?

The US's treasury secretary says he is "optimistic" a deal can be reached with the UK this year.

Hagan Homes says its homes "fit for part-time royalty" campaign was intended to be "light-hearted".

A review into the handling of fraud cases finds forces have "not kept pace" with the rise in cases.

Trading Standards warns homeowners to be careful when using quick-sale estate agents.

The World Economic Forum at Davos produced rows over climate change and trade, but little consensus.

Ian Siddall says the troubled department store owes him £25,000 for thousands of handbags.