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

Citizens Advice's Warm and Well scheme in North Yorkshire will receive the money over three years.

After most of his tariffs were outlawed on Friday, Trump announced new global tariffs of 10% - which he says he has now increased to 15%.

Each year, Citizens Advice selects social policy areas for analysis based on its clients' issues.

A cross-party committee will also look into the appointment and accountability of UK trade envoys.

Alan Milburn returns to his hometown of Newcastle as he undertakes a review into the growing numbers of young people out of work.

The stud continues but a visitor centre and cafe closes as the rare-breed centre takes stock.

As top games such as GTA 6 are speculated to cost $100 (£74), some developers are deliberately pricing lower.

The scheme will seek to take inspiration from Ukraine's drone manufacturing programme.

If you think the Supreme Court ruling heralds a return to pre-Trump business as usual - think again.

Wingstop, Burger King, and others have walked away from an industry commitment to avoid using fast-growing chickens