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

Half of Britain's lines are shut and some places have no trains at all, as 45,000 workers walk out.

The move is the latest attempt by the government to limit China's involvement in UK business and technology.

One of the UK's richest men, Sir Jim has built a multi-billion pound business by buying unloved assets.

The government's tax agency is encouraging a new generation of alcohol drinkers.

Although cards remain a far more popular way to pay, cash is a preferred option for many, a report says.

Orchard House Foods wants to relocate production from Gateshead to its base in Northamptonshire.

British billionaire Sir Jim Ratcliffe wants to buy Manchester United if the Glazer family put the club up for sale.

Slashing taxes would add to pressures on public finances unless spending is also cut, the IFS warns.

The talks come weeks after a controversial visit to Taiwan by US House Speaker Nancy Pelosi.

Our produce is likely to be smaller, odd-looking, or even leathery after the hot, dry weather.