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 interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

The US president later said he had meant that he actually loved that inflation was not higher.

The US president later said he had meant that he actually loved that inflation was not higher.

The UK's competition regulator is investigating the airline over charges it imposes on parents to sit next to their child.

The record fine comes after around 37.5 million users had their private data exposed.

A second-hand shop selling cheap baby clothes sees rising demand as families cut costs.

Social media firms face thousands of lawsuits, the BBC looks at four which could be significant.

The final conclusions of the investigation have yet to be published, although more could become apparent in the coming days.

The final conclusions of the investigation have yet to be published, although more could become apparent in the coming days.

The retail group already owns just over a quarter of the German fashion brand but wants to buy the rest of it.