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 age at which people can start receiving the state pension is going up in stages over the next two years.

The age at which people can start receiving the state pension is going up in stages over the next two years.

Thinus Keeve's comments come days after an M&S store was targeted during disorder in south London.

It appears to be the first ship owned by a major European firm to go through the strait since the conflict began.

No shortage but Aurigny is spending 120% more on fuel than it was prior to the war, its boss says.

Employers added 178,000 jobs, far more than had expected, the Labor Department says.

Many readers have experienced the ordeal of cancelling a subscription.

The US president said he'll bring Iran "back to the Stone Age" but gave no detail on ending the war.

The order does not affect generic medicines, the most commonly used in the US.

Work at plants in Solihull, Halewood and outside Wolverhampton restarted in October.