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

The governor of the Bank of England has said that an interest rate rise is "likely" this year, but any increases will be gradual.

The carmaker will reduce its Sunderland workforce by hundreds amid a decline in sales of diesel cars.

The reasons behind changes to the market data service on BBC News Online.

The media regulator says launching more local TV stations in the UK is not viable.

The third-largest US bank is fined for issues at its car insurance and mortgage businesses.

The US President criticises producer group Opec and says high oil prices "will not be accepted".

This weekend's London Marathon will make 90,000 compostable cups available for runners.

Challenges lay ahead for Africa's airlines as they are granted greater access to the continent.

The move follows recent increases announced by energy giants EDF Energy and British Gas.

Privately-owned Lanseria airport in South Africa has big ambitions to increase its capacity.