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 interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

European markets are trading a little higher but gas and crude prices remain volatile.

James Watt apologises to staff and investors after hundreds of jobs were lost with the sale of the brewer and pub chain.

A BBC investigation speaks to electricians and families setting up illegal meter bypasses to steal power.

Wages are forecast to go up over the next five years but you could pay more tax because of frozen thresholds.

Wages are forecast to go up over the next five years but you could pay more tax because of frozen thresholds.

The US President said he was taking steps to keep energy supplies flowing as oil and gas prices continued to surge.

Markets react as the conflict in the Middle East intensifies and concerns grow over how long it will last.

Trump lashed out after Spain barred the US from using its military bases to carry out strikes on Iran.

Chief Executive Sam Altman said the group would prohibit the use of its systems to spy on Americans.