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

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Three in five homes listed for sale since January remain on the market, says property portal Zoopla.

NSE and Jio Platforms embody the sweeping changes in how India has consumed, invested and transacted over the past decade.

Guo Wengui branded himself as a China critic, gaining followers who backed his fraudulent schemes.

The Fire (Financially Independent, Retire Early) movement sees followers save as much as possible.

The Fire (Financially Independent, Retire Early) movement sees followers save as much as possible.

He was accused of using money for a Netflix show on lavish purchases like Rolls Royces and Ferraris.

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The decision, seen as a win for central bank independence, sends the fight over removal back to the lower courts.

Andy Burnham's speech depicted a different way of seeing and running the UK, though there are many other questions about the detail.