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 jeweller says it wants to reduce its exposure after the cost of the precious metal has risen.

Halifax describes the figure as a "milestone", but potentially daunting for first-time buyers.

Major firms collectively announce $650bn worth of investment in AI this week, rattling investors.

Relatives face "never-ending nightmare" of service charge debts as thousands of retirement flats stand empty across England and Wales.

Firms are working to make the motors that drive robots more efficient and cheaper.

The steps to bolster Canada's auto industry come as Trump's tariffs strain the sector and threaten jobs.

The price of the digital currency has dropped significantly despite President Donald Trump’s public support.

Seventy workers at the Staffordshire site were put on temporary leave last year due to slow demand.

The Bank of England has kept borrowing costs unchanged but opened the door to cuts later this year.

The Bank of England has kept borrowing costs unchanged but opened the door to cuts later this year.