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.


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.


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

The baker says around 50% of its shops have staffing levels too high for current customer demand.

The discount chain says sales soared during the coronavirus lockdown.

Boris Johnson said funding changes are required to help people find jobs in the post-Covid economy.

The retailer wants to boost meat alternative sales by 2025 as part of a sustainability drive.

Staff in stores selling alcohol after 10pm may be exposed to violence and infection, a union warns.

Many have struggled to get to grips with working from home, but would surveillance technology help?

The Finnish firm will become the largest provider of base stations and antennas to EE's network.

As lenders ask for higher deposits, first-time buyers say how difficult it is to get a mortgage now.

The government must choose between more austerity and permanently higher spending, a think tank warns.

The coronavirus crisis has eroded young people's confidence in the future, says the Prince's Trust.