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 IMF says the global economy is entering 2022 in a weaker position than previously expected.

Jet2 says bookings increased by 30% after it was announced test rules would be relaxed.

Smoothing price increases is the best way to avoid hefty rises in bills, says Octopus Energy.

Around 700 management roles will go as the firm struggles to cope with Covid-related absences.

Unilever, which also makes Dove soap and PG Tips, will axe the roles in more than 100 countries.

Sales drop 3% but the industry says it was resilient with good demand from girls for scientific toys.

More than 1.5 million UK householders rely on oil for heating, with some seeing 50% price rises.

The amount of interest paid on government debt was the highest for a December on record.

John Lennon's eldest son Julian will keep the physical items as he sells digital versions of them.

Did a Bank of England policy to save the UK economy during the financial crash make the wealthiest people even wealthier?