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 help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
We can help you to achieve your savings goal.
We can help find the right mortgage for you.
We provide expert advice on pensions.
Ensure your estate is left in line with your wishes.
We advise on protection tailored to fit your needs.
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.
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.
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.
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.
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