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

A surge in prices at the pump due to the Iran war has pushed the inflation rate to 3.3%.

A surge in prices at the pump due to the Iran war has pushed the inflation rate to 3.3%.

Only a few vessels have crossed the strait since the US-Iran ceasefire deal, according to BBC Verify analysis.

The EU's much-delayed Entry/Exit System will change the way UK passengers travel to 29 countries.

The trade body for European airports said if the Strait of Hormuz did not open in the next three weeks, there could be shortages.

The bold and sensual fashion house has been struggling with debt amidst a slowdown in global luxury spending.

UK petrol prices have risen because of the US-Israel war with Iran but the ceasefire could see prices drop.

Importers are in line for tariff refunds. But whether everyone who paid the for the tariffs will get money back is a trickier question.

A crisis fund is going to support community groups who help people struggling to heat their homes.

The Harrogate-based charity warns donations of furniture are falling while demand continues to grow.