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 rate at which prices are rising is slowing down, which could lead to lower interest rates.

The rate at which prices are rising is slowing down, which could lead to lower interest rates.

Government sources tell BBC News they could slow down plans to make minimum wage equal across age groups.

The Local Economy Forum welcomes a £2,250 rise in the personal allowance on the Isle of Man.

More than 200,000 people bought Equity for Punks shares in the craft brewer but many now believe they are worthless.

Gemma Belby says she only found she was paying "double tax" after chatting with her colleagues.

Parents can collect dried food, clothes and household goods donated by supermarkets.

The platform's plan to roll out global age checks has caused concern in streaming communities.

Robert Jenrick will promise to reform the OBR, rather than abolish it, in a move to reassure financial markets.

A trade body has warned illegal skin bleaching products are being sold in an increasingly wide range of places.