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 move is part of a plan to improve rail infrastructure, cut train delays and improve experiences for passengers.

The average price of a litre of diesel at the pump stands at 198.32p, according to the RAC motoring body.

The average price of a litre of diesel at the pump stands at 198.32p, according to the RAC motoring body.

Anglesey, Conwy and Gwynedd councils have all put a pause on introducing the nightly tourist tax.

The US-Israel war with Iran has caused fuel prices to soar.

The war in Iran is having a practical impact on people across the island as energy prices continue to climb.

Here are four ways you can put money aside to save enough for a deposit on your first home.

Here are four ways you can put money aside to save enough for a deposit on your first home.

Andy Burnham said that he would make tough decisions to fund a new national care service.

The chancellor will unveil policies aimed at boosting British shipbuilding in his speech to Labour's annual conference on Monday.