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

Poor coffee harvests in Brazil and Vietnam are just some of the factors driving up the price of your morning cup of coffee.

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One farmer says his red diesel costs have risen from £27,000 a year to £54,000.

Household energy prices will rise by 13% a year in July, as soaring wholesale costs caused by the US-Israel war with Iran hit bills for the first time.

Household energy prices will rise by 13% a year in July, as soaring wholesale costs caused by the US-Israel war with Iran hit bills for the first time.

The boss of Next has warned there has been a "dramatic fall" in the number of entry-level job opportunities in the UK.

Typical annual household bills will rise by 13% when the new energy cap takes effect on 1 July.

More than half of parents of disabled children and young people are skipping meals to pay their bills.

Custard apple plants are prized for their hardiness but exporting their delicate fruit is difficult.

A household using a typical amount of energy will pay £221 a year more, under the regulator's new price cap.