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

John Hammond is one of 30 parents who told BBC Your Voice they'd experienced problems with the CMS.

There were plenty of choreographed ceremonies but no trade breakthroughs after the two-day visit.

Analysts say the moves have been fuelled by concerns a Burnham-led government would increase government borrowing.

The regulator say the energy supplier breached licence conditions aimed at protecting customers in vulnerable situations.

The reported visit to Havana came after the US renewed an offer of aid to ease the effects of its oil blockade.

The list is based off the paper's estimates of the minimum wealth of Britain’s 350 richest people or families.

It's the jury's turn to deliberate in the showdown over OpenAI that has pitted two of the biggest names in tech against each other.

The aviation watchdog is considering new rules for Heathrow ahead of its possible expansion.

Ofcom said the commitments were of particular importance after recent crimes targeting Jewish communities in the UK.

The US securities regulator had accused the Adanis of paying bribes and misleading investors, which they denied.