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

Taxi fares could rise by 8% to help drivers combat rising fuel prices and the cost of living.

The schemes are in place to help people who are struggling with the cost of living.

Negotiations to finalise a deal between the US and Canada are going down to the wire ahead of a Friday night deadline.

The debt has more than doubled in a decade to reach a milestone $40tn (£29.4tn), Treasury figures show.

Economists said there were ongoing concerns over the level of borrowing as national debt passed $40tn.

The struggling firm said it had improved its performance but missed regulator-set delivery targets.

Twenty-somethings are much less likely to own a home than previous generations. But data suggests things may be improving.

Twenty-somethings are much less likely to own a home than previous generations. But data suggests things may be improving.

Chancellor John Healey said the government is 'committed to meeting our fiscal rules'

The US hit a debt milestone this week, but just how worried should we be about the world's largest economy?