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 Transport Secretary has said the high-speed rail line will not be completed until 2039.

Any price caps would be voluntary apply to key groceries such as eggs, bread, and milk, the BBC understands.

Any price caps would be voluntary apply to key groceries such as eggs, bread, and milk, the BBC understands.

Over 30,000 estates could not be accessed due to an error identifying all of a late customer's NS&I products.

Over 30,000 estates could not be accessed due to an error identifying all of a late customer's NS&I products.

Isak, 71, died in December 2024 after falling from a ravine while walking in the Montserrat mountains near Barcelona.

The average price of unleaded has risen to 158.52p a litre, according to the RAC, who warn that it could rise further in the coming weeks.

The average price of unleaded has risen to 158.52p a litre, according to the RAC, who warn that it could rise further in the coming weeks.

Motoring group RAC warns pump prices could keep rising if there is no resolution to the Iran war.

The new cost range and train speed are being announced as a "reset" of the delayed, over-budget and vastly scaled-back project is carried out.