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

Jay Merchant, Jonathan Mathew, Philippe Moryoussef, Alex Pabon, Colin Bermingham had their convictions overturned by the Court of Appeal.

The postal service firm wants to cut head office and other non-frontline jobs by the end of 2027.

Asahi, Kirin and Suntory confirmed their premises were searched by Japanese competition authorities.

Asos says people should not engage with the unauthorised notification and says it'll provide further information.

Critics of P&R say it shows there is no commitment to making savings within the States.

The EA suggests cost-saving measures as it warns school gas and electricity bills are set to rise.

Businesses in Watchet are concerned by the closure of the main road into Watchet.

Two years after JLR relaunched Jaguar into a blizzard of controversy, it has launched its new EV.

Cloud seeding is gaining attention as countries look to boost rainfall - will drones help?

Farmers gathered much less wheat in 2026 and dairy farmers' costs rose.