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

While the US tariffs imposed on the UK are effectively unchanged, other countries now have a better deal.

Hannah and Max continued to pool finances after Max was made redundant but took "drastic measures" to cut spending.

Hannah and Max continued to pool finances after Max was made redundant but took "drastic measures" to cut spending.

Imposed citing forced labour concerns, the levies replace a temporary global duty brought in after the US Supreme Court struck down tariffs in February.

They face 4.7% inflation - driven by steep rises in fuel and household service costs, report finds.

The operator says it needs more details before deciding whether to join Andy Burnham's new scheme.

UK petrol and diesel prices are going up again as the price of oil returns to around $100 a barrel.

UK petrol and diesel prices are going up again as the price of oil returns to around $100 a barrel.

The BBC's Samira Hussain explains how President Trump's tariffs affect US economy, who pays the price, and whether they're working.

Renewed tensions in the Middle East feed through to the costs faced by lenders, pushing up borrowing costs.