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

Judge rules that Hewlett-Packard Enterprise was owed damages for the £8.2bn acquisition of Autonomy in 2011.

The speed of price rises in the UK has stayed the same, according to data which was collected before the US-Israel war with Iran began.

The speed of price rises in the UK has stayed the same, according to data which was collected before the US-Israel war with Iran began.

Larry Fink also warns if oil prices stay high for a sustained period it will have "profound implications" for the world economy.

Tehran has rejected claims of talks, with one official questioning the US's diplomatic credibility.

The excise duty has been dropped by 20 cent on a litre of diesel and by 15 cent for petrol until the end of May.

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

Chancellor Rachel Reeves announced changes to cash Isa rules, but what are they and how do they work?

UK Inflation has dropped back from record highs but remains above the Bank of England's 2% target.

UK Inflation has dropped back from record highs but remains above the Bank of England's 2% target.